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: 8697 JP, 7453 JP, 7453 JP

Japan Morning Connection: 7453 JP, 4307 JP, 6857 JP

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Weak performance in the tech sector with dampened sentiment towards AI and semiconductor stocks. Microsoft's stock price fell after market pulling other large caps lower</li>
<li>US homebuilders were strong with Lennar +1.3%, Dr Horton +1%, after S&amp;P CoreLogic home prices topped expectations in a good read for 1911 Sumi Forestry and 1928 Sekisui House</li>
<li>TDK's strong 1Q OP beat estimates, driven by HDD and energy products. MLCC sales fell, which may negatively impact Taiyo Yuden, while Murata missed estimates.</li>
</ul>


Weak performance in the tech sector with dampened sentiment towards AI and semiconductor stocks. Microsoft's stock price fell after market pulling other large caps lower
US homebuilders were strong with Lennar +1.3%, Dr Horton +1%, after S&amp;P CoreLogic home prices topped expectations in a good read for 1911 Sumi Forestry and 1928 Sekisui House
TDK's strong 1Q OP beat estimates, driven by HDD and energy products. MLCC sales fell, which may negatively impact Taiyo Yuden, while Murata missed estimates.


Japan Morning Connection – 31 July 2024