Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX Flat after Memorial Day; AI/Tech still strong, but momentum fading; Debt Ceiling Vote on Tap - as Republication far right protests deal; Crude -4% on OPEC/USD Debt Uncertainty</li>
<li>JAPAN. NKY Futs -0.6% Discount vs Cash;  Yen weakness a concern-Officials vow to act;  Toyota gives Up on Hino - Welcomes the Germans</li>
<li>NUGGET. The New JPX150 Index-Interesting Concept. We are hopeful that it will incentivize the numerous low PBR companies to take proactive steps to join the "elite" group of value creators.</li>
</ul>


OVERSEAS. SPX Flat after Memorial Day; AI/Tech still strong, but momentum fading; Debt Ceiling Vote on Tap - as Republication far right protests deal; Crude -4% on OPEC/USD Debt Uncertainty
JAPAN. NKY Futs -0.6% Discount vs Cash;  Yen weakness a concern-Officials vow to act;  Toyota gives Up on Hino - Welcomes the Germans
NUGGET. The New JPX150 Index-Interesting Concept. We are hopeful that it will incentivize the numerous low PBR companies to take proactive steps to join the "elite" group of value creators.


Ohayo Japan |AI Rally Fades; Debt Deal In Focus;SPX Flat/NUGGET:New JPX150 Prime Index-Has Potential

<ul>
<li>OVERSEAS. US Closed for Memorial Day; SPX Futs rise on Debt Deal prospects; Republican Right Wing opposition emerging; NVIDIA annc partnerships/new chip release that CEO says is "A Big Deal"</li>
<li>JAPAN. NKY Futs +0.2% vs Cash; Likely further follow through to the Upside for Japan stocks on weak yen/debt deal prospects; Softbank share px +8% on ARM new chip rollout</li>
<li>NUGGET.  [Another] Wake-Up Call for Japanese OEMs.  The impact of rapid EV transition is starting with Toyota at the forefront. If this is happening to Toyota NOW, then the rest...</li>
</ul>


OVERSEAS. US Closed for Memorial Day; SPX Futs rise on Debt Deal prospects; Republican Right Wing opposition emerging; NVIDIA annc partnerships/new chip release that CEO says is "A Big Deal"
JAPAN. NKY Futs +0.2% vs Cash; Likely further follow through to the Upside for Japan stocks on weak yen/debt deal prospects; Softbank share px +8% on ARM new chip rollout
NUGGET.  [Another] Wake-Up Call for Japanese OEMs.  The impact of rapid EV transition is starting with Toyota at the forefront. If this is happening to Toyota NOW, then the rest...


Ohayo Japan |SPX Futs Gain on Memorial Day-Debt Optimism; NUGGET: Disruption Gets Real for JP Autos

<ul>
<li>OVERSEAS. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works</li>
<li>JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA</li>
<li>NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. </li>
</ul>


OVERSEAS. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works
JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA
NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. 


Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

<ul>
<li>It was a relatively quiet week for the broader index. However, there was a big sector shift towards tech and AI winners.</li>
<li>Japanese Heavy Equipment makers have technologies that will be in demand for decades. KHI trades below book. </li>
<li>As we head into AGM season, we take a look at interesting activist campaigns. </li>
</ul>


It was a relatively quiet week for the broader index. However, there was a big sector shift towards tech and AI winners.
Japanese Heavy Equipment makers have technologies that will be in demand for decades. KHI trades below book. 
As we head into AGM season, we take a look at interesting activist campaigns. 


Japan Weekly | Advantest, Ibiden, Kawasaki Heavy, SK Kaken, NCHD

<ul>
<li>OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI</li>
<li>JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.</li>
<li>NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.</li>
</ul>


OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI
JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.
NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.


Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee - Time for a 2nd Look ?

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 |AI Rally Fades; Debt Deal In Focus;SPX Flat/NUGGET:New JPX150 Prime Index-Has Potential

SPX flat head of Debt Vote; Hard right Republicans rebel. NKY Futs -0.6% Discount vs Cash; Yen weakness a concern-Officials vow to act; Toyota...

Mark Chadwick

Ohayo Japan |SPX Futs Gain on Memorial Day-Debt Optimism; NUGGET: Disruption Gets Real for JP Autos

US Memorial Holidays. NKY Futs +0.2% vs Cash; Likely further follow through to the Upside for Japan stocks on weak yen/debt deal prospects;...

Mark Chadwick

Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

Debt Deal Close; NKY Futs 1.9% Prem vs Cash; Yen Shorts rise as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to...

Mark Chadwick

Japan Weekly | Advantest, Ibiden, Kawasaki Heavy, SK Kaken, NCHD

Foreign investors continue to flood into the Japanese market. There are plenty of AI beneficiaries and plenty of old economy companies that have in...

Mark Chadwick

Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee - Time for a 2nd Look ?

NVIDIA +24%. This says in All; NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains;...

Mark Chadwick

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