Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Positive US-China talks and the de-escalation of tariffs signal a major softening by both sides.</li>
<li>Expect momentum favourites to continue climbing as risk-on greenlights CTA factor buying.</li>
<li>US Pharma rebounded with Trump executive order seen as toothless and vague.</li>
</ul>


Positive US-China talks and the de-escalation of tariffs signal a major softening by both sides.
Expect momentum favourites to continue climbing as risk-on greenlights CTA factor buying.
US Pharma rebounded with Trump executive order seen as toothless and vague.


Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

<ul>
<li>SOX rallied +4% off its lows with a host of positive earnings including Qorvo, Western Digital and Seagate.</li>
<li>Bigger than expected capex plans for Meta positive for Japan SPE to start.</li>
<li>Tokyo Electron numbers yesterday were inline but show less reliance on China sales.</li>
</ul>


SOX rallied +4% off its lows with a host of positive earnings including Qorvo, Western Digital and Seagate.
Bigger than expected capex plans for Meta positive for Japan SPE to start.
Tokyo Electron numbers yesterday were inline but show less reliance on China sales.


Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness

<ul>
<li>Expect weakness after poor SMCI numbers sends AI related plays lower in late trading including NVDA and DELL.</li>
<li>Qorvo bucking the trend with a better-then-expected outlook despite Apple uncertainty in China.</li>
<li>Sony looking to spin off its semiconductor solutions business a watershed for unlocking shareholder value.</li>
</ul>


Expect weakness after poor SMCI numbers sends AI related plays lower in late trading including NVDA and DELL.
Qorvo bucking the trend with a better-then-expected outlook despite Apple uncertainty in China.
Sony looking to spin off its semiconductor solutions business a watershed for unlocking shareholder value.


Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

<ul>
<li>Intel jumping on plans to cut its bloated workforce and streamline management.</li>
<li>EV plays should pick up after Tesla held after mkt gains from yesterday.</li>
<li>Boeing numbers will help the heavies with better FCF and production outlooks.</li>
</ul>


Intel jumping on plans to cut its bloated workforce and streamline management.
EV plays should pick up after Tesla held after mkt gains from yesterday.
Boeing numbers will help the heavies with better FCF and production outlooks.


Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

<ul>
<li>Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.</li>
<li>Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.</li>
<li>Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.</li>
</ul>


Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.
Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.
Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.


Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Japan

Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components.  The Company products are sold in US, Taiwan, and others as well as in Japan.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tokyo Electron (8035 JP)

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...

Andrew Jackson

Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness

SOX rallied with positive earnings from Qorvo, Western Digital, and Seagate. Japan SPE benefits from Meta's capex plans. Tokyo Electron shows less...

Andrew Jackson

Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

Poor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...

Andrew Jackson

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

​US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...

Andrew Jackson

Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness

SOX rallied with positive earnings from Qorvo, Western Digital, and Seagate. Japan SPE benefits from Meta's capex plans. Tokyo Electron shows less...

Andrew Jackson

Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today

​Poor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...

Andrew Jackson

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

​Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

​Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...

Poor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...