Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing </li>
<li>JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS</li>
<li>NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam </li>
</ul>


OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing 
JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS
NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam 


Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

<ul>
<li>OVERSEAS.  Disinflation Trade on as US PPI provides more tailwinds; Rates, USD Fall; Equites rally, More China Stimulus Coming ? Ripple resolution spurs Crypto bid; AI Wars: Meta Updates BARD</li>
<li>JAPAN. Nikkei Futures +1% vs Cash; USDJPY 138; Set for Beta bid in Stocks; Blow out Fast Retailing numbers; Barclays see Sept BOJ tweek; Bullish Bank Initiations from UBS</li>
<li>NUGGET.  Hydrogen is a key part of JP Govt carbon zero strategy. We see KHI(7012) as a Hydrogen winner and see the recent pullback as a good entry opportunity</li>
</ul>


OVERSEAS.  Disinflation Trade on as US PPI provides more tailwinds; Rates, USD Fall; Equites rally, More China Stimulus Coming ? Ripple resolution spurs Crypto bid; AI Wars: Meta Updates BARD
JAPAN. Nikkei Futures +1% vs Cash; USDJPY 138; Set for Beta bid in Stocks; Blow out Fast Retailing numbers; Barclays see Sept BOJ tweek; Bullish Bank Initiations from UBS
NUGGET.  Hydrogen is a key part of JP Govt carbon zero strategy. We see KHI(7012) as a Hydrogen winner and see the recent pullback as a good entry opportunity


Ohayo Japan| Lower Rates, Higher Stocks; Crypto Optimism; NUGGET: Hydrogen Future - KHI(7012)Revisit

<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.  Markets Cheers Slowing CPI, Anticipate a Fed "HALT" to Hikes; SPX 0.7% as only Utilities Sector in the Red; China to Roll out Stimulus; AMD News chips -NVIDIA Challenge</li>
<li>JAPAN. NKY Futs 1.2% vs Cash; Japan Bid Continues;  Toyota AGM as EV Strat in Focus; Good news for Softbank -ARM courts Apple, Alphabet as IPO Investors, INTEL is in. </li>
<li>NUGGET. EV Revolution - Business set to Boom for Electronics Components Makers</li>
</ul>


OVERSEAS.  Markets Cheers Slowing CPI, Anticipate a Fed "HALT" to Hikes; SPX 0.7% as only Utilities Sector in the Red; China to Roll out Stimulus; AMD News chips -NVIDIA Challenge
JAPAN. NKY Futs 1.2% vs Cash; Japan Bid Continues;  Toyota AGM as EV Strat in Focus; Good news for Softbank -ARM courts Apple, Alphabet as IPO Investors, INTEL is in. 
NUGGET. EV Revolution - Business set to Boom for Electronics Components Makers


Ohayo Japan |Next: Fed Pause=>HALT! Stocks N; NUGGET: EV Growth => +ve JP Elect Cmpnent Suppliers

Japan

ADVANTEST CORPORATION produces semiconductor testing devices and electronic measuring instruments.  The Company's products include large-scale integration (LSI) test systems, memory test systems, dynamic test handlers, network analyzers, electronic meters, optical testing devices, and signal sources.

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Advantest Corp (6857 JP)

Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

Strong consumer confidence; Chinese govt resolve to support economy fuels stocks; NKY Futures -0.3% Discount to Cash; Earnings: Otsuka HD beats;...

Mark Chadwick

Ohayo Japan| Lower Rates, Higher Stocks; Crypto Optimism; NUGGET: Hydrogen Future - KHI(7012)Revisit

Disinflation trade continues- Rates down, DXY down, Stocks up; Nikkei Futures +1% vs Cash; USDJPY 138; Set for Beta bid in Stocks; Blow out Fast...

Mark Chadwick

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 |Next: Fed Pause=>HALT! Stocks N; NUGGET: EV Growth => +ve JP Elect Cmpnent Suppliers

US inflation slows; Fed to HALT ? Markets Cheer. NKY Futs 1.2% vs Cash; Toyota AGM as EV Strat in Focus; Good news for Softbank -ARM courts Apple,...

Mark Chadwick

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