Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MLCC names Taiyo Yuden +22.6% and Murata +17.6% to new highs on bullish comments from Alethia.</li>
<li>Smaller photonic/optical names remain incredibly interesting with QD Laser and Hamamatsu Photonics Kk well below recent highs.</li>
<li>Softbank still -20% from early June highs despite yesterday's +10% move.</li>
</ul>


MLCC names Taiyo Yuden +22.6% and Murata +17.6% to new highs on bullish comments from Alethia.
Smaller photonic/optical names remain incredibly interesting with QD Laser and Hamamatsu Photonics Kk well below recent highs.
Softbank still -20% from early June highs despite yesterday's +10% move.


Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

<ul>
<li>Japan's space names down as much as -43% recently set to recover sharply with SpaceX IPO priced at $135 and $100bn of retail demand.</li>
<li>Recently sold US AI and semi plays surging the most since April last year after several sessions of weak and choppy trading.</li>
<li>Retail losers Musashi Seimitsu, Rigaku, JX Metals, Teraprobe and Seikoh Giken among the names that could rebound as AI sentiment recovers.</li>
</ul>


Japan's space names down as much as -43% recently set to recover sharply with SpaceX IPO priced at $135 and $100bn of retail demand.
Recently sold US AI and semi plays surging the most since April last year after several sessions of weak and choppy trading.
Retail losers Musashi Seimitsu, Rigaku, JX Metals, Teraprobe and Seikoh Giken among the names that could rebound as AI sentiment recovers.


Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success

<ul>
<li>MLCC names have exploded higher recently but are very vulnerable to trends outside of the AI thematic.</li>
<li>Space names Astroscale, Synspective, Axelspace and QPS had a very strong day Friday with more gains set to follow.</li>
<li>Power/Automative semi's Rohm, Fuji Electric and Renesas set to catch a bid after Qualcomm expands Stellantis deal</li>
</ul>


MLCC names have exploded higher recently but are very vulnerable to trends outside of the AI thematic.
Space names Astroscale, Synspective, Axelspace and QPS had a very strong day Friday with more gains set to follow.
Power/Automative semi's Rohm, Fuji Electric and Renesas set to catch a bid after Qualcomm expands Stellantis deal


Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

<ul>
<li>Even a slight disappointment from NVDA could trigger a big correction in Japanese SPE names who have already started to waver in the last few days post-earnings. </li>
<li>Lasertec, Disco and Advantest retreating but merely a blip on their 1-year charts with room for more profit taking.</li>
<li>Space names Synspective and Axelspace still look attractive ahead of SpaceX pricing in 3 weeks.</li>
</ul>


Even a slight disappointment from NVDA could trigger a big correction in Japanese SPE names who have already started to waver in the last few days post-earnings. 
Lasertec, Disco and Advantest retreating but merely a blip on their 1-year charts with room for more profit taking.
Space names Synspective and Axelspace still look attractive ahead of SpaceX pricing in 3 weeks.


Japan Morning Connection: NVDA Numbers Tomorrow Loom Over Already Wavering SPE Names

<ul>
<li>Kioxia smashes estimates with all 2026 NAND capacity already sold out and US ADR listing announced.</li>
<li>Software catches a defensive bid with NEC and Fujitsu set to outperform.</li>
<li>Space names Synspective and Axelspace yet to catch a bid and offering attractive entry points ahead of upcoming hype.</li>
</ul>


Kioxia smashes estimates with all 2026 NAND capacity already sold out and US ADR listing announced.
Software catches a defensive bid with NEC and Fujitsu set to outperform.
Space names Synspective and Axelspace yet to catch a bid and offering attractive entry points ahead of upcoming hype.


Japan Morning Connection: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback

Japan

Synspective Inc. provides solutions services with satellite data. The Company provides data collection, modeling, evaluation, solution implementation, and other services. Synspective also offers small synthetic aperture radar satellites development and operation services.

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Synspective (290A JP)

Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

With Iran deal signed and SpaceX IPO complete, riskier momentum trades are in focus with optical and space names offering entry points after heavy...

Andrew Jackson

Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success

Synspective, QPS, Astroscale and Axelspace all set to recover after heavy recent selling with SpaceX IPO priced at $135 and $100bn of retail demand.

Andrew Jackson

Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

MLCC names have been surging but are vulnerable to non-AI trends. Space names and power/automotive semiconductors are poised for gains.

Andrew Jackson

Japan Morning Connection: NVDA Numbers Tomorrow Loom Over Already Wavering SPE Names

SPE names brace for NVDA numbers tomorrow after already wavering post earnings. Market remains gun-shy on mainstay AI plays making it likely for...

Andrew Jackson

Japan Morning Connection: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback

Worth watching Olympus for a rotation into good stories outside of AI. Sumitomo Forestry's recent mega-acquisition of Tri-Pointe homes look...

Andrew Jackson

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52-week Range

Market Cap (USDm)

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Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

With Iran deal signed and SpaceX IPO complete, riskier momentum trades are in focus with optical and space names offering entry points after heavy...

Andrew Jackson

Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success

Synspective, QPS, Astroscale and Axelspace all set to recover after heavy recent selling with SpaceX IPO priced at $135 and $100bn of retail demand.

Andrew Jackson

Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

​MLCC names have been surging but are vulnerable to non-AI trends. Space names and power/automotive semiconductors are poised for gains.

Andrew Jackson

Japan Morning Connection: NVDA Numbers Tomorrow Loom Over Already Wavering SPE Names

SPE names brace for NVDA numbers tomorrow after already wavering post earnings. Market remains gun-shy on mainstay AI plays making it likely for...

Andrew Jackson

Japan Morning Connection: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback

Worth watching Olympus for a rotation into good stories outside of AI. Sumitomo Forestry's recent mega-acquisition of Tri-Pointe homes look...

Andrew Jackson

MLCC names have been surging but are vulnerable to non-AI trends. Space names and power/automotive semiconductors are poised for gains.