Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MS downgrades PC makers on risk high memory prices eat into margins.</li>
<li>China angst against Takaichi TW comments will cause JP rails, hotels etc. to fall further.</li>
<li>Advantest CEO meeting yesterday unlikely enough to appease investor demands after huge run.</li>
</ul>


MS downgrades PC makers on risk high memory prices eat into margins.
China angst against Takaichi TW comments will cause JP rails, hotels etc. to fall further.
Advantest CEO meeting yesterday unlikely enough to appease investor demands after huge run.


Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run

<ul>
<li>Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.</li>
<li>As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.</li>
<li>Factory automatic and robotics stocks the next AI winners? Masa thinks so.</li>
</ul>


Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.
As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.
Factory automatic and robotics stocks the next AI winners? Masa thinks so.


Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

<ul>
<li>Meta taking a $3.5bn stake in Essilor Luxottica now gives them exposure to both Nikon and Paris Miki.</li>
<li>Further positive broker rhetoric for power-semis should continues to lift Rohm, while WOLF gains positive for Renesas.</li>
<li>Intel announcing plans to sell Mobileye stake may be seen as positive for foundry expansion plans.</li>
</ul>


Meta taking a $3.5bn stake in Essilor Luxottica now gives them exposure to both Nikon and Paris Miki.
Further positive broker rhetoric for power-semis should continues to lift Rohm, while WOLF gains positive for Renesas.
Intel announcing plans to sell Mobileye stake may be seen as positive for foundry expansion plans.


Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

<ul>
<li>Trump extending the implementation deadline leaves plenty of wiggle room for further negotiation.</li>
<li>Renesas should be helped by the Wolf's new restructuring hire and TPX FFW buying this month.</li>
<li>Samsung numbers weak with failed NVDA accreditation weighing on outlook.</li>
</ul>


Trump extending the implementation deadline leaves plenty of wiggle room for further negotiation.
Renesas should be helped by the Wolf's new restructuring hire and TPX FFW buying this month.
Samsung numbers weak with failed NVDA accreditation weighing on outlook.


Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

<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

Japan

YASKAWA Electric Corporation manufactures and markets servomotors, controllers, inverters, and industrial robots.  The Company's products include spindle controllers, computerized numerical control (CNC) systems, and system engineering.

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Yaskawa Electric (6506 JP)

Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run

JP SPE rebound momentum likely to drop out following the shaky lead overnight. JR rails and hotel names may trade down following tensions with...

Andrew Jackson

Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...

Andrew Jackson

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

Meta announces stake in Essilor Luxottica, with aims for AI smart glasses. A good tone set for power semis, particularly Renesas. Pharma names...

Andrew Jackson

Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run

JP SPE rebound momentum likely to drop out following the shaky lead overnight. JR rails and hotel names may trade down following tensions with...

Andrew Jackson

Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...

Andrew Jackson

Japan Morning Connection: Pharma Set for Rough Start on Trump Threats

​Meta announces stake in Essilor Luxottica, with aims for AI smart glasses. A good tone set for power semis, particularly Renesas. Pharma names...

Andrew Jackson

Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final

Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...

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

Meta announces stake in Essilor Luxottica, with aims for AI smart glasses. A good tone set for power semis, particularly Renesas. Pharma names...

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