Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Suzuki stopping production of the Suzuki swift due to lack of rare earth from China may be the new normal for autos.</li>
<li>ISpace lunar lander fails to touch down on the moon (again), while Musk is threatening to decommission his Dragon rockets.</li>
<li>Sekisui House numbers missed on poor margins and order outlook for its US detached housing business.</li>
</ul>


Suzuki stopping production of the Suzuki swift due to lack of rare earth from China may be the new normal for autos.
ISpace lunar lander fails to touch down on the moon (again), while Musk is threatening to decommission his Dragon rockets.
Sekisui House numbers missed on poor margins and order outlook for its US detached housing business.


Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

<ul>
<li>Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.</li>
<li>The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.</li>
<li>HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.</li>
</ul>


Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.
The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.
HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.


Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

<ul>
<li>Tech faded over the day on the potential for further tariffs.</li>
<li>Suzuki Motor's secondary deal was priced 5% below the last.</li>
<li>Onsemi pulls the plug on its plans for ALGM, expect weakness for Sanken.</li>
</ul>


Tech faded over the day on the potential for further tariffs.
Suzuki Motor's secondary deal was priced 5% below the last.
Onsemi pulls the plug on its plans for ALGM, expect weakness for Sanken.


Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

<ul>
<li>Yields continue to rise as investors flee US assets and Trump's bill adds to fiscal imbalance.</li>
<li>Weakness for yesterdays big tech/AI outperformers to be reflected in Japan, although new lows unlikely.</li>
<li>Suzuki should see lower levels into its secondary pricing next week amid tepid longer-term investor backdrop.</li>
</ul>


Yields continue to rise as investors flee US assets and Trump's bill adds to fiscal imbalance.
Weakness for yesterdays big tech/AI outperformers to be reflected in Japan, although new lows unlikely.
Suzuki should see lower levels into its secondary pricing next week amid tepid longer-term investor backdrop.


Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending

<ul>
<li>Tech is off the menu for most as CoreWeave shakes AI sentiment further.</li>
<li>Japanese autos largely priced in the tariff news yesterday, although big dividends up for grabs may see renewed interest.</li>
<li>Japan set for another day of duck-and-cover with the rotation back towards domestic defensive set to continue.</li>
</ul>


Tech is off the menu for most as CoreWeave shakes AI sentiment further.
Japanese autos largely priced in the tariff news yesterday, although big dividends up for grabs may see renewed interest.
Japan set for another day of duck-and-cover with the rotation back towards domestic defensive set to continue.


Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan

Japan

Suzuki Motor Corporation manufactures automobiles, motorcycles, and their related parts. The Company has production facilities in USA, Japan, Taiwan, India, Pakistan, Indonesia, Thailand, and Hungary.

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Suzuki Motor (7269 JP)

Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

Markets initially rallied after Trump's call with Chinese Premier Xi but Musk's recent squabble with Trump caused some uncertainty.

Andrew Jackson

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...

Andrew Jackson

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Andrew Jackson

Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending

Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...

Andrew Jackson

Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan

CoreWeave's announcement drives AI sentiment down further. May see renewed interest in Japanese autos today. Expecting Japan to continue rotation...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China

Markets initially rallied after Trump's call with Chinese Premier Xi but Musk's recent squabble with Trump caused some uncertainty.

Andrew Jackson

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...

Andrew Jackson

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

​Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Andrew Jackson

Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending

​Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...

Andrew Jackson

Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan

​CoreWeave's announcement drives AI sentiment down further. May see renewed interest in Japanese autos today. Expecting Japan to continue rotation...

Andrew Jackson

Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...

CoreWeave's announcement drives AI sentiment down further. May see renewed interest in Japanese autos today. Expecting Japan to continue rotation...