Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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

<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

<ul>
<li>NVDA saving tech from a bigger pullback as the market takes profits ahead of earnings.</li>
<li>Rates higher and causing a pullback in R/E related and the yen is approaching Y151.</li>
<li>Disco's better-than-expected outlook for HBM related equipment should leave more room for upside.</li>
</ul>


NVDA saving tech from a bigger pullback as the market takes profits ahead of earnings.
Rates higher and causing a pullback in R/E related and the yen is approaching Y151.
Disco's better-than-expected outlook for HBM related equipment should leave more room for upside.


Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook

<ul>
<li>Server related names higher after some big sales numbers and new product launches from SMCI should be a positive for Nidec</li>
<li>Watch for P&amp;C weakness in Japan following losses for peers overnight as Hurricane Milton intensifies as it approaches the Florida coast line</li>
<li>Oil back above $80 will continue to push related names higher; possible refiner pair with 4 days of TPX FFW selling for recent outperformer Idemitsu</li>
</ul>


Server related names higher after some big sales numbers and new product launches from SMCI should be a positive for Nidec
Watch for P&amp;C weakness in Japan following losses for peers overnight as Hurricane Milton intensifies as it approaches the Florida coast line
Oil back above $80 will continue to push related names higher; possible refiner pair with 4 days of TPX FFW selling for recent outperformer Idemitsu


Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton

Japan

Sumitomo Electric Industries, Ltd. manufactures electric wires, cables, and their related equipment.  The Company's products include optical fibers, wire harnesses, antennas for broadcasting stations, and electric monitoring systems.  Sumitomo Electric also produces disc brakes and antilock braking systems for automobiles and printed circuit board.

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Sumitomo Electric Industries (5802 JP)

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

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

Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook

NVDA preventing larger tech pullback as market takes profits ahead of earnings. Higher rates impacting R/E related. Disco's outlook for HBM...

Andrew Jackson

Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton

Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

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

Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook

​NVDA preventing larger tech pullback as market takes profits ahead of earnings. Higher rates impacting R/E related. Disco's outlook for HBM...

Andrew Jackson

Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton

​Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...

Andrew Jackson

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...

NVDA preventing larger tech pullback as market takes profits ahead of earnings. Higher rates impacting R/E related. Disco's outlook for HBM...

Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...