Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US Homebuilders starting to show signs of life should help sentiment for Sumi Forestry and Sekisui.</li>
<li>Boeing move may already be priced in for Heavies but Momo still rules in Japan.</li>
<li>Softbank signaling buybacks to take a back seat over investments in ASI.</li>
</ul>


US Homebuilders starting to show signs of life should help sentiment for Sumi Forestry and Sekisui.
Boeing move may already be priced in for Heavies but Momo still rules in Japan.
Softbank signaling buybacks to take a back seat over investments in ASI.


Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

<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>Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.</li>
<li>Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.</li>
<li>Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.</li>
</ul>


Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.
Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.
Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.


Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

<ul>
<li>Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.</li>
<li>The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.</li>
<li>HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.</li>
</ul>


Widespread weakness in tech/AI related plays after US curbs H20 exports setting a dour tone for JP SPE.
The US looking to suspend the SLR rule for Treasuries could see yields drop as banks do the work of the Fed.
HF's zeroed in Suzuki secondary sparks squeeze and biggest volumes of the year.


Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

<ul>
<li>Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.</li>
<li>Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.</li>
<li>HAMR rollout helping Seagate higher should also help memory/HDD component plays.</li>
</ul>


Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.
Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.
HAMR rollout helping Seagate higher should also help memory/HDD component plays.


Japan Morning Connection: AI Binge Buying Should Continue in Japan

Japan

TOWA CORPORATION produces semiconductor manufacturing equipment including mold packaging, IC inspection units, precision molds and dies, and plastic molds. The Company also provides technical consultation.

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Towa Corp (6315 JP)

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...

Andrew Jackson

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: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.

Andrew Jackson

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...

Andrew Jackson

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: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

​Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.

Andrew Jackson

Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs

Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

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...

Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.