Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Samsung profits surge 8x on AI memory demand, a positive for Kioxia which is not far from its highs as well as Kokusai and Micronics.</li>
<li>Aehr Test systems +60% for the week ahead of earnings tomorrow, setting a positive tone for Advantest which is -25% from its recent highs.</li>
<li>Space related names continue to be in focus with NASA’s Artemis II mission capturing the world’s attention.</li>
</ul>


Samsung profits surge 8x on AI memory demand, a positive for Kioxia which is not far from its highs as well as Kokusai and Micronics.
Aehr Test systems +60% for the week ahead of earnings tomorrow, setting a positive tone for Advantest which is -25% from its recent highs.
Space related names continue to be in focus with NASA’s Artemis II mission capturing the world’s attention.


Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

<ul>
<li>Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.</li>
<li>Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.</li>
<li>Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.</li>
</ul>


Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.
Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.
Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.


Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

<ul>
<li>Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.</li>
<li>Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.</li>
<li>Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.</li>
</ul>


Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.
Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.
Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.


Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

<ul>
<li>Increased console prices for Sony and Nintendo make them attractive as oversold defensive longs.</li>
<li>We may see a better day for the Heavies in Japan after the Sankei reported that the Govt. plans to revise its export guidelines for defense-equipment.</li>
<li>US Satellite plays gave up their SpaceX IPO news gains which is likely to deliver a few kidney punches to Japanese peers.</li>
</ul>


Increased console prices for Sony and Nintendo make them attractive as oversold defensive longs.
We may see a better day for the Heavies in Japan after the Sankei reported that the Govt. plans to revise its export guidelines for defense-equipment.
US Satellite plays gave up their SpaceX IPO news gains which is likely to deliver a few kidney punches to Japanese peers.


Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite

<ul>
<li>Google research touting a new memory compression technique exacerbated rotation out of memory names with Micron -18% and Sandisk -10% for the week.</li>
<li>Wafer names shrugging off the memory panic with Soitec and Siltronic higher with Sumco and Shin-Etsu set to follow.</li>
<li>SpaceX IPO buzz sent space names surging. QPS, Synspective and Astroscale all set for more upside today.</li>
</ul>


Google research touting a new memory compression technique exacerbated rotation out of memory names with Micron -18% and Sandisk -10% for the week.
Wafer names shrugging off the memory panic with Soitec and Siltronic higher with Sumco and Shin-Etsu set to follow.
SpaceX IPO buzz sent space names surging. QPS, Synspective and Astroscale all set for more upside today.


Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace

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: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Samsung profits up 8x burying TurboQuant fears. Disco prelim numbers pointing to a strong open. Aehr Test Systems has the potential to set a very...

Andrew Jackson

Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan's space names gave back gains in yesterday's selloff but set to recover with SpaceX upping its IPO target to $2 trillion.

Andrew Jackson

Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

TurboQuant fears fading, setting a better tone for memory. SpaceX IPO filing puts Japan's space names in focus. Advantest will take a hit off the...

Andrew Jackson

Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite

Defense heavies may catch a bid on export guideline revisions while Sony raises PS5 prices for the second time, with Nintendo and Xbox likely to...

Andrew Jackson

Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace

Memory rotation deepens as Google's compression research spooks the market. Softbank still has room to run on ARM's AI chip. SpaceX IPO buzz keeps...

Andrew Jackson

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