Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Expect the usual 'Takaichi trade' suspects to continue trading higher with the election result surpassing expectations.</li>
<li>US switches to risk, with tech and AI surging and NVDA clocking a +7.9% gain after the market decided big tech’s $650bn planned capex for 2026 wasn’t so bad.</li>
<li>Expect big gains for tech and SPE with the markets set to surge after US moves + election win.</li>
</ul>


Expect the usual 'Takaichi trade' suspects to continue trading higher with the election result surpassing expectations.
US switches to risk, with tech and AI surging and NVDA clocking a +7.9% gain after the market decided big tech’s $650bn planned capex for 2026 wasn’t so bad.
Expect big gains for tech and SPE with the markets set to surge after US moves + election win.


Japan Morning Connection: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP

<ul>
<li>Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.</li>
<li>Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.</li>
<li>Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.</li>
</ul>


Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.
Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.
Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.


Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

<ul>
<li>Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.</li>
<li>Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.</li>
<li>Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.</li>
</ul>


Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.
Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.
Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.


Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

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: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP

With risk sentiment shifted up, look to play the bounce with Lasertec which was -17% after earnings miss and Kioxia which was -11% last week.

Andrew Jackson

Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Space names may get a lift with defence names in focus. Expect strong gains for Japan SPE after US semi-cap names traded well.

Andrew Jackson

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP

With risk sentiment shifted up, look to play the bounce with Lasertec which was -17% after earnings miss and Kioxia which was -11% last week.

Andrew Jackson

Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Space names may get a lift with defence names in focus. Expect strong gains for Japan SPE after US semi-cap names traded well.

Andrew Jackson

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

​Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...

Andrew Jackson

Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...