Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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: 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: 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...