Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Japan Morning Connection: AI Pullback but NAND Smashes It After-Hours

Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows

Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying

Japan Morning Connection: AI Takes a Hit Overnight on Renewed Calls that the AI Market Is Overheated

Japan Morning Connection: AI Related Earnings from Fri and a Strong Tape Set to Send JP Higher

Japan Morning Connection: Strong Mega-Tech Numbers AH Will Boost the Mood After Meta and MSFT Drag

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Memory prices surging WoW with wholesalers hoarding NAND and DRAM supplies as S/D remains tight.</li>
<li>Good read for connectivity/wire and cable names on the Lumentum and Coherent beat.</li>
<li>ARM beat setting a good tone for Softbank after its -17% 2-day drop.</li>
</ul>


Memory prices surging WoW with wholesalers hoarding NAND and DRAM supplies as S/D remains tight.
Good read for connectivity/wire and cable names on the Lumentum and Coherent beat.
ARM beat setting a good tone for Softbank after its -17% 2-day drop.


Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs