Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.</li>
<li>Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.</li>
<li>Good numbers from Sony with solid performance from its mainstay games and imaging segments.</li>
</ul>


Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.
Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.
Good numbers from Sony with solid performance from its mainstay games and imaging segments.


Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

<ul>
<li>Trump names including banks, energy and tech rally hard, while renewables are sold heavily</li>
<li>Underperformance by semi-capex plays with high China sales may be reflected in Japan SPE today</li>
<li>Global defense rallied on the spectre of higher spend requirements for EU countries</li>
</ul>


Trump names including banks, energy and tech rally hard, while renewables are sold heavily
Underperformance by semi-capex plays with high China sales may be reflected in Japan SPE today
Global defense rallied on the spectre of higher spend requirements for EU countries


Japan Morning Connection: Trump Names Rally in the Wake of Re-Election

<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

Japan Specialist

Mark Chadwick

<ul>
<li>U.S. stocks ended mixed on Tuesday as investors assessed rising Treasury yields and concerns over deficit spending post-election</li>
<li>Ahead of Japan's October 27 election, PM Ishiba and major parties pledge to raise minimum wage to 1,500 yen ($9.94) by 2029, a 40% increase from current 1,054 yen</li>
<li>Aerospace stocks generally weaker overnight despite relatively strong results. GE Aerospace (-9%), Lockheed Martin (-6%) and RTX (-1%). </li>
</ul>


U.S. stocks ended mixed on Tuesday as investors assessed rising Treasury yields and concerns over deficit spending post-election
Ahead of Japan's October 27 election, PM Ishiba and major parties pledge to raise minimum wage to 1,500 yen ($9.94) by 2029, a 40% increase from current 1,054 yen
Aerospace stocks generally weaker overnight despite relatively strong results. GE Aerospace (-9%), Lockheed Martin (-6%) and RTX (-1%). 


Ohayo Japan | Concerns over Deficit Spending Post-Election

<ul>
<li>Further PM Ishiba flip-flopping on his previously hawkish rates policy, set to catch markets wrong footed today.</li>
<li>Homebuilders may face a bigger fallout than expected from hurricane Helene given the potential to squeeze margins as materials and workers are prioritized for emergency efforts.</li>
<li>Exporters including autos, R/E and tourism related names should see renewed interest on the weak yen.</li>
</ul>


Further PM Ishiba flip-flopping on his previously hawkish rates policy, set to catch markets wrong footed today.
Homebuilders may face a bigger fallout than expected from hurricane Helene given the potential to squeeze margins as materials and workers are prioritized for emergency efforts.
Exporters including autos, R/E and tourism related names should see renewed interest on the weak yen.


Japan Morning Connection: Exporters to Jump on the Weak Yen

Japan

Mitsubishi Heavy Industries, Ltd. is a comprehensive heavy machinery maker. The Company manufactures machinery, ships, turbines and engines, prime movers, aircrafts, and machine parts for military and commercial use.  Mitsubishi Heavy Industries also researches and develops nuclear power plants.

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Mitsubishi Heavy Industries (7011 JP)

Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

Andrew Jackson

Japan Morning Connection: Trump Names Rally in the Wake of Re-Election

Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...

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

Ohayo Japan | Concerns over Deficit Spending Post-Election

U.S. stocks mixed on rising Treasury yields and deficit concerns, Japan's PM pledges to raise minimum wage, aerospace stocks weaker despite strong...

Mark Chadwick

Japan Morning Connection: Exporters to Jump on the Weak Yen

PM Ishiba's policy shift could surprise markets, hurricane Helene may impact homebuilders more than expected, and exporters such as autos and...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

​Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

Andrew Jackson

Japan Morning Connection: Trump Names Rally in the Wake of Re-Election

Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...

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

Ohayo Japan | Concerns over Deficit Spending Post-Election

​U.S. stocks mixed on rising Treasury yields and deficit concerns, Japan's PM pledges to raise minimum wage, aerospace stocks weaker despite strong...

Mark Chadwick

Japan Morning Connection: Exporters to Jump on the Weak Yen

​PM Ishiba's policy shift could surprise markets, hurricane Helene may impact homebuilders more than expected, and exporters such as autos and...

Andrew Jackson

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

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

U.S. stocks mixed on rising Treasury yields and deficit concerns, Japan's PM pledges to raise minimum wage, aerospace stocks weaker despite strong...

PM Ishiba's policy shift could surprise markets, hurricane Helene may impact homebuilders more than expected, and exporters such as autos and...