Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Global renewable continue to outperform, although this is yet to be seen in Japan related names.</li>
<li>Very little read from the US with the market firmly in wait-and-see mode ahead of the Fed.</li>
<li>Kose sell-side meeting yesterday points to plans for global growth despite few specifics released for its new MTP set to be released in October.</li>
</ul>


Global renewable continue to outperform, although this is yet to be seen in Japan related names.
Very little read from the US with the market firmly in wait-and-see mode ahead of the Fed.
Kose sell-side meeting yesterday points to plans for global growth despite few specifics released for its new MTP set to be released in October.


Japan Morning Connection: Kose Aims for Global Growth

<ul>
<li>Japan set to tick higher with more cuts on the horizon and markets mostly unchanged after yesterdays holiday.</li>
<li>6758 Sony announced a ‘State of Play’ where it will showcase 20 upcoming PS5 and PS VR2 games from 3rd party studios a day ahead of the Tokyo Games Show.</li>
<li>Defence names may be in focus after Japan fighters fired flares at a Russian military plane which violated Japanese airspace three times off Hokkaido on Monday afternoon.</li>
</ul>


Japan set to tick higher with more cuts on the horizon and markets mostly unchanged after yesterdays holiday.
6758 Sony announced a ‘State of Play’ where it will showcase 20 upcoming PS5 and PS VR2 games from 3rd party studios a day ahead of the Tokyo Games Show.
Defence names may be in focus after Japan fighters fired flares at a Russian military plane which violated Japanese airspace three times off Hokkaido on Monday afternoon.


Japan Morning Connection: Watch Defence Names After Russian Violation

<ul>
<li>Major rebound for tech/AI as markets went risk-on with the debate de-risked and consumer inflation data adding to the certainty for Sep rate cuts and a soft landing for the US economy.</li>
<li>Renewables in Japan should follow US names higher after the likes of FSLR surged on expectations measures such as the inflation reduction act will continue.</li>
<li>SPE set to surge, but avoid excessive optimism for China export names after Harris comments that the US will win the AI and quantum computing race, and Trump's China critisism.</li>
</ul>


Major rebound for tech/AI as markets went risk-on with the debate de-risked and consumer inflation data adding to the certainty for Sep rate cuts and a soft landing for the US economy.
Renewables in Japan should follow US names higher after the likes of FSLR surged on expectations measures such as the inflation reduction act will continue.
SPE set to surge, but avoid excessive optimism for China export names after Harris comments that the US will win the AI and quantum computing race, and Trump's China critisism.


Japan Morning Connection: SPE Set to Surge

Japan

NPC Incorporated mainly develops, manufactures, and sells solar cell manufacturing equipment and vacuum packaging machines.  The Company also provides maintenance and installation services.

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Npc Inc (6255 JP)

Japan Morning Connection: Kose Aims for Global Growth

Global renewable sector continues to outperform, but Japan is lagging behind. US market is cautious ahead of the Fed meeting. Kose plans for...

Andrew Jackson

Japan Morning Connection: Watch Defence Names After Russian Violation

Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Andrew Jackson

Japan Morning Connection: SPE Set to Surge

Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Kose Aims for Global Growth

​Global renewable sector continues to outperform, but Japan is lagging behind. US market is cautious ahead of the Fed meeting. Kose plans for...

Andrew Jackson

Japan Morning Connection: Watch Defence Names After Russian Violation

​Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Andrew Jackson

Japan Morning Connection: SPE Set to Surge

​Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...

Andrew Jackson

Global renewable sector continues to outperform, but Japan is lagging behind. US market is cautious ahead of the Fed meeting. Kose plans for...

Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...