Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Memory names with high exposures to Micon such as Micronics will be back in focus.  </li>
<li>Microsoft paying overs for stable nuclear energy should put the spotlight back onto UPS and help lift Fuji Electric once again. </li>
<li>Capcom's Monster Hunter Wilds looks fully priced and with the TGS about to come and go this this weekend, further catalysts are lacking with the stock close to ATH. </li>
</ul>


Memory names with high exposures to Micon such as Micronics will be back in focus.  
Microsoft paying overs for stable nuclear energy should put the spotlight back onto UPS and help lift Fuji Electric once again. 
Capcom's Monster Hunter Wilds looks fully priced and with the TGS about to come and go this this weekend, further catalysts are lacking with the stock close to ATH. 


Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.</li><li>Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.</li><li>Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.</li></ul>

Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

<ul>
<li>US semi-cap names continuing to jump on looser US restrictions than expected.</li>
<li>See attached table for short interest levels for Japan SPE plays.</li>
<li>Gelsinger out and uncertainty up, although JP suppliers will see minimal reaction.</li>
</ul>


US semi-cap names continuing to jump on looser US restrictions than expected.
See attached table for short interest levels for Japan SPE plays.
Gelsinger out and uncertainty up, although JP suppliers will see minimal reaction.


Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

<ul>
<li>HP and Dell misses after-mkt yesterday setting off a wave of tech selling.</li>
<li>MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?</li>
<li>Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.</li>
</ul>


HP and Dell misses after-mkt yesterday setting off a wave of tech selling.
MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?
Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.


Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

<ul>
<li>Nidec may be back in focus on a lifeline for SMCI and heating issues for NVDA.</li>
<li>Tesla and power-semis are both up on the self-driving U-turn.</li>
<li>No bid for JP SPE's recently, although Lasertec may still have further to fall.</li>
</ul>


Nidec may be back in focus on a lifeline for SMCI and heating issues for NVDA.
Tesla and power-semis are both up on the self-driving U-turn.
No bid for JP SPE's recently, although Lasertec may still have further to fall.


Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

Japan

FUJI ELECTRIC CO.,LTD manufactures electric machinery and electronic devices. The Company's products include automatic vending machines, factory automation equipment, and power supplies, as well as information and electronic components such as power semiconductors and integrated circuits (ICs).

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Fuji Electric (6504 JP)

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

Arm expands focus beyond semiconductors to include AI hardware, software, and ecosystem development; Intel faces crises, Brightek joins SiPhIA,...

Tech Supply Chain Tracker

Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.

Memory back in focus thanks to Micron numbers showing there is plenty of AI runway left, while Fuji Electric and Kansai Electric may see renewed...

Andrew Jackson

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

Arm expands focus beyond semiconductors to include AI hardware, software, and ecosystem development; Intel faces crises, Brightek joins SiPhIA,...

Tech Supply Chain Tracker

Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

​US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

​Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

Andrew Jackson

US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...

Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...