COMPANY
Ortus Advisors

Ortus Advisors

72
Insights
15.8k
Views
43
Followers
Equities
Refresh
05 Nov 2024 07:31

Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...

Logo
39 Views
Share
01 Nov 2024 07:33

Japan Morning Connection: Earnings Driven Weakness Overnight Points to a Soft Start

Risk-off tone for Japan with tech and semi month-end weakness. Mag7 down although Intel and Amazon higher AH. Watch Ibiden if their NVDA business...

Logo
153 Views
Share
31 Oct 2024 07:29

Japan Morning Connection: Apple Suppliers in Focus After a Big Miss by Qorvo

​Tech sell-off sets weak tone for Japanese SPE after yesterday's gains, however Advantest's strong numbers may provide support. Hitachi's growth...

Logo
137 Views
Share
30 Oct 2024 07:27

Japan Morning Connection: Google Sets a Good Tone for Japan SPE

Positive for SPE as Google's AI investment starts to pays off, Corning's success indicates growth potential for Fujikura, and Capcom's dip could be...

Logo
165 Views
Share
29 Oct 2024 07:31

Japan Morning Connection: Olympus Facing Reputational Damage

Muted in the US ahead of a big week of earnings. Olympus faces reputational damage with CEO resigning on illegal drug allegations. Will the LDP...

Logo
136 Views
Share
x