Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX Flat as Chips stocks sell off on potential new China restrictions;  Fed Chair Powell keeps hawkish stance saying more hikes on the horizon; Micron calling bottom on Memory. </li>
<li>JAPAN. NKY Futs +0.1% vs Cash; USDJPY 144.4; Japan FX Tsar concerned saying govt will  respond "appropriately" on excessive weakness; Final Fantasy 16 off to a solid start</li>
<li>NUGGET. Katitas - specialist in remodelling vacant homes. 40% YTD underpeformance vs TPX. Govt stepping up support of vacant home sector - supportive of Katitas's business.</li>
</ul>


OVERSEAS. SPX Flat as Chips stocks sell off on potential new China restrictions;  Fed Chair Powell keeps hawkish stance saying more hikes on the horizon; Micron calling bottom on Memory. 
JAPAN. NKY Futs +0.1% vs Cash; USDJPY 144.4; Japan FX Tsar concerned saying govt will  respond "appropriately" on excessive weakness; Final Fantasy 16 off to a solid start
NUGGET. Katitas - specialist in remodelling vacant homes. 40% YTD underpeformance vs TPX. Govt stepping up support of vacant home sector - supportive of Katitas's business.


Ohayo Japan|Chips Sell Off; Micron Calls Memory Bottom; NUGGET: Katitas(8919)-Future Looks Bright

<ul>
<li>OVERSEAS. Hawish Powell wraps up testimony; Global Rate Hikes - from UK to Norway; SPX +0.4% gains despite rise in Yields;  Confirmed- Titanic Sub Crew confirmed dead</li>
<li>JAPAN. NKY Futs +0.5% vs Cash; USDJPY weaknes to 143 handle amid rise in US yields; Foreigners continue to buy Japan;  Corp Governance loss  as Cosmo(5021) approve Poison Pill</li>
<li>NUGGET. Daikin(6367)- A Global Best in Class and winner - but waiting for a pull back to jump in.</li>
</ul>


OVERSEAS. Hawish Powell wraps up testimony; Global Rate Hikes - from UK to Norway; SPX +0.4% gains despite rise in Yields;  Confirmed- Titanic Sub Crew confirmed dead
JAPAN. NKY Futs +0.5% vs Cash; USDJPY weaknes to 143 handle amid rise in US yields; Foreigners continue to buy Japan;  Corp Governance loss  as Cosmo(5021) approve Poison Pill
NUGGET. Daikin(6367)- A Global Best in Class and winner - but waiting for a pull back to jump in.


Ohayo Japan| Global Rate Hikes; SPX Rise Despite Powell; NUGGET: Daikin(6367)- Global Best in Class

<ul>
<li>OVERSEAS.  SPX -0.4%  1st down day  7 as Markets price in Peak rates/rate declines;  SPX Looks risky here(More BELOW); China revamps NEV subsidies; Putin places tactical Nukes in Belarus..mmm</li>
<li>JAPAN. NKY Futs flat vs Cash;  USDJPY 141.8 post-BOJ on Friday;  NKY wins for 10th week; Kishida survives no-confidence motion; TEPCO goes full into Renewables; Lawsons makes a China push</li>
<li>NUGGET. SBI HD(8473) - Carbon Trading, Jumping in Early in what sets up to be a major opportunity</li>
</ul>


OVERSEAS.  SPX -0.4%  1st down day  7 as Markets price in Peak rates/rate declines;  SPX Looks risky here(More BELOW); China revamps NEV subsidies; Putin places tactical Nukes in Belarus..mmm
JAPAN. NKY Futs flat vs Cash;  USDJPY 141.8 post-BOJ on Friday;  NKY wins for 10th week; Kishida survives no-confidence motion; TEPCO goes full into Renewables; Lawsons makes a China push
NUGGET. SBI HD(8473) - Carbon Trading, Jumping in Early in what sets up to be a major opportunity


Ohayo Japan | US Equities-Risks Elevated? ; NUGGET: SBI HD(8473)-Carbon Trading, Jumping in Early

<ul>
<li>OVERSEAS.  SPX +0.2% as Investors Buy Financials; Semis regained some of its mojo as SOX rose 1.3%; Fed remains in Focus; Boeing glitches;  All Telsa cars qualify for IRA benefits</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi Sales by 2030. </li>
<li>NUGGET. Japan revamps its semi strategy - aggressive targets to get to ¥15 trillion in domestic sales by 2030, while being the key in the global semi supply chain.</li>
</ul>


OVERSEAS.  SPX +0.2% as Investors Buy Financials; Semis regained some of its mojo as SOX rose 1.3%; Fed remains in Focus; Boeing glitches;  All Telsa cars qualify for IRA benefits
JAPAN. NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi Sales by 2030. 
NUGGET. Japan revamps its semi strategy - aggressive targets to get to ¥15 trillion in domestic sales by 2030, while being the key in the global semi supply chain.


Ohayo Japan |SPX +0.2%; Fed in Focus; NUGGET: Japan Global Semi Suppy Chain Dominance in Sight ?

<ul>
<li>OVERSEAS. SPX +1% as Cyclicals rose on Congress Debt Limit Deal; NFP in focus &amp; implication for Fed June pause; Dollar General -20%..US consumer headwinds; Boeing scraps next-gen aircraft.</li>
<li>JAPAN. NKY Futs +0.8% Cash; Stronger Yen but expect strong equity open on US rally; Foreigners bought Equities for 9th week; Panasonic sees EV battery Sales at 2.5tril by 2030</li>
<li>NUGGET. The 2nd round of Off-shore wind auctions will conclude at the end of June. This will mark the (re) start of Japan's aggressive push for wind.</li>
</ul>


OVERSEAS. SPX +1% as Cyclicals rose on Congress Debt Limit Deal; NFP in focus &amp; implication for Fed June pause; Dollar General -20%..US consumer headwinds; Boeing scraps next-gen aircraft.
JAPAN. NKY Futs +0.8% Cash; Stronger Yen but expect strong equity open on US rally; Foreigners bought Equities for 9th week; Panasonic sees EV battery Sales at 2.5tril by 2030
NUGGET. The 2nd round of Off-shore wind auctions will conclude at the end of June. This will mark the (re) start of Japan's aggressive push for wind.


Ohayo Japan |RALLY PAUSE ?..Not; Debt Deal Spurs Tech Rebound; NUGGET: JP Off-Shore Wind-Set to BLOW

Japan

Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components.  The Company products are sold in US, Taiwan, and others as well as in Japan.

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Tokyo Electron (8035 JP)

Ohayo Japan|Chips Sell Off; Micron Calls Memory Bottom; NUGGET: Katitas(8919)-Future Looks Bright

SPX Flat; Chip stocks sell off; NKY Futs +0.1% vs Cash; USDJPY 144.4; Japan FX Tsar concerned saying govt will respond "appropriately" on...

Mark Chadwick

Ohayo Japan| Global Rate Hikes; SPX Rise Despite Powell; NUGGET: Daikin(6367)- Global Best in Class

SPX up despite Fed/Global CB hawkishness; NKY Futs +0.5% vs Cash; USDJPY weaknes to 143 handle; Foreigners continue to buy Japan; Corp Governance...

Mark Chadwick

Ohayo Japan | US Equities-Risks Elevated? ; NUGGET: SBI HD(8473)-Carbon Trading, Jumping in Early

US Equities looks more RISK than reward to us; NKY Futs flat vs Cash; USDJPY 141.8 post-BOJ on Friday; NKY wins for 10th week; Kishida survives...

Mark Chadwick

Ohayo Japan |SPX +0.2%; Fed in Focus; NUGGET: Japan Global Semi Suppy Chain Dominance in Sight ?

NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi...

Mark Chadwick

Ohayo Japan |RALLY PAUSE ?..Not; Debt Deal Spurs Tech Rebound; NUGGET: JP Off-Shore Wind-Set to BLOW

Debt Deal drives SPX higher ahead of NFP. NKY Futs +0.8% Cash; Foreigners bought Equities for 9th week; Panasonic sees EV battery Sales at 2.5tril...

Mark Chadwick

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