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.

<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

<ul>
<li>US semi-capex rebound setting a better tone for peers in Japan.</li>
<li>Poor numbers for Rohm and Wolfspeed casting a pall over SiC related.</li>
<li>Taiyo Yuden setting a bad tone for MLCC related, while Shiseido may hit new lows.</li>
</ul>


US semi-capex rebound setting a better tone for peers in Japan.
Poor numbers for Rohm and Wolfspeed casting a pall over SiC related.
Taiyo Yuden setting a bad tone for MLCC related, while Shiseido may hit new lows.


Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?

<ul>
<li>Cummin's earnings +8.9% a good read for DC related power plays.</li>
<li>Weakness for Nintendo on an earnings miss could be a good chance to buy ahead of new Switch announcement.</li>
<li>JMDC sets a good tone for medical data related plays including M3 and Medley.</li>
</ul>


Cummin's earnings +8.9% a good read for DC related power plays.
Weakness for Nintendo on an earnings miss could be a good chance to buy ahead of new Switch announcement.
JMDC sets a good tone for medical data related plays including M3 and Medley.


Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty

<ul>
<li>Uncertain trading ahead of the vote tomorrow likely to be carried over to Japan.</li>
<li>Palantir big beat after hours sets a positive tone for all things AI.</li>
<li>Can Ibiden rerate as an NVDA name after being a play on INTC for so long?</li>
</ul>


Uncertain trading ahead of the vote tomorrow likely to be carried over to Japan.
Palantir big beat after hours sets a positive tone for all things AI.
Can Ibiden rerate as an NVDA name after being a play on INTC for so long?


Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

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)

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

Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?

US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.

Andrew Jackson

Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty

Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...

Andrew Jackson

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...

Andrew Jackson

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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

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

Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?

​US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.

Andrew Jackson

Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty

​Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...

Andrew Jackson

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...

Andrew Jackson

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...

US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.

Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...

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...