Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.</li>
<li>Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.</li>
<li>NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.</li>
</ul>


HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.
Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.
NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.


Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

<ul>
<li>Oracle's good numbers pulling AI and DC related names up, while Samsung failing its NVDA HBM certification (again) positive for Micron.</li>
<li>Tencent is back at the table looking to bid for Nexon, whose outstanding short interest could see a rapid squeeze.</li>
<li>All the good news out for Konami? Looks like it after their even last night with further upside catalysts lacking.</li>
</ul>


Oracle's good numbers pulling AI and DC related names up, while Samsung failing its NVDA HBM certification (again) positive for Micron.
Tencent is back at the table looking to bid for Nexon, whose outstanding short interest could see a rapid squeeze.
All the good news out for Konami? Looks like it after their even last night with further upside catalysts lacking.


Japan Morning Connection: Air India Crash Sends Boing Lower, AMD's AI Event Fails to Impress

<ul>
<li>NVDA pricing in numbers positive and Dell AH sets a good tone for AI related.</li>
<li>Renesas pulling out of SiC points to problems with Wolfspeed supplies and may be positive Rohm.</li>
<li>Boeing up with 737 Max production increasing and China about to resume deliveries.</li>
</ul>


NVDA pricing in numbers positive and Dell AH sets a good tone for AI related.
Renesas pulling out of SiC points to problems with Wolfspeed supplies and may be positive Rohm.
Boeing up with 737 Max production increasing and China about to resume deliveries.


Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

<ul>
<li>UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.</li>
<li>Quantum computing names flying after D-wave numbers may lift Socionext.</li>
<li>Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.</li>
</ul>


UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.
Quantum computing names flying after D-wave numbers may lift Socionext.
Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.


Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

<ul>
<li>NVDA possibly facing issues with its new chip, which may involve its Microsoft partnership.</li>
<li>Intel's 18A process is claiming solid performance and interest from likes of Broadcom.</li>
<li>Poor numbers from Hexel should add more downside pressure to JP CF makers.</li>
</ul>


NVDA possibly facing issues with its new chip, which may involve its Microsoft partnership.
Intel's 18A process is claiming solid performance and interest from likes of Broadcom.
Poor numbers from Hexel should add more downside pressure to JP CF makers.


Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Japan

TORAY INDUSTRIES, INC. manufactures yarns, synthetic fibers, and man-made leather used as apparel and industrial materials.  The Company also makes chemical products such as polyester films, engineering plastics, and resin materials.  Toray develops information equipment such as electronic circuit and liquid crystal color filter.

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Toray Industries (3402 JP)

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Memory names will be down after Seagate's weakness. Boeing down despite good numbers but general outlook is strong. Corning's beat should send...

Andrew Jackson

Japan Morning Connection: Air India Crash Sends Boing Lower, AMD's AI Event Fails to Impress

Tech and Semi's led higher by Oracle, setting upbeat tone for AI and data center related plays. Watch for knock on effects from recent Boeing 787...

Andrew Jackson

Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

Rohm may benefit from one less competitor as Renesas drops out of SiC. May be an opportunity to buy into the dip for Bandai Namco. Boeing up with...

Andrew Jackson

Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

Positioning into risk assets with UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Andrew Jackson

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

Tech and AI fall further with NVDA facing issues with new chip, with Intel as a relative outperformer. Hexel's poor numbers impacting JP Carbon...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Memory names will be down after Seagate's weakness. Boeing down despite good numbers but general outlook is strong. Corning's beat should send...

Andrew Jackson

Japan Morning Connection: Air India Crash Sends Boing Lower, AMD's AI Event Fails to Impress

Tech and Semi's led higher by Oracle, setting upbeat tone for AI and data center related plays. Watch for knock on effects from recent Boeing 787...

Andrew Jackson

Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead

Rohm may benefit from one less competitor as Renesas drops out of SiC. May be an opportunity to buy into the dip for Bandai Namco. Boeing up with...

Andrew Jackson

Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

Positioning into risk assets with ​UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Andrew Jackson

Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions

​Tech and AI fall further with NVDA facing issues with new chip, with Intel as a relative outperformer. Hexel's poor numbers impacting JP Carbon...

Andrew Jackson

Positioning into risk assets with UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Tech and AI fall further with NVDA facing issues with new chip, with Intel as a relative outperformer. Hexel's poor numbers impacting JP Carbon...