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Ortus Advisors

Ortus Advisors

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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...

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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...

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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...

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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...

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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...

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