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: US Export Curbs Tighten on China

Japan Morning Connection: Tech Rebound Setting Positive Tone to Start

Japan Morning Connection: Rotation Towards AI May See Japan SPE Gains

Tokyo Morning Connection: NKY225 Rebalance Decision, Likely Dip Buying After Yesterdays Rout

Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure

Japan Morning Connection: Record Defense Budget and Nikkei Rebalance Set to Boost Related Stocks

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Not much lead from the US, although Broadcom numbers missing after hours set a slightly negative tone for tech, despite NVDA and TSLA posting gains.</li>
<li>The market should like the news that 3382 7&amp;I is engaging with ACT and asking for a higher bid, which may also indicate their failure to attain 'core' status from the JP Govt.</li>
<li>PPIH looks oversold after missing out on NKY225 inclusion yesterday, especially in comparison to Baycurrent who also missed, yet finished the day +4.5%.</li>
</ul>


Not much lead from the US, although Broadcom numbers missing after hours set a slightly negative tone for tech, despite NVDA and TSLA posting gains.
The market should like the news that 3382 7&amp;I is engaging with ACT and asking for a higher bid, which may also indicate their failure to attain 'core' status from the JP Govt.
PPIH looks oversold after missing out on NKY225 inclusion yesterday, especially in comparison to Baycurrent who also missed, yet finished the day +4.5%.


Pan Pacific International Holdings (7532 JP)

Japan Morning Connection: 7&I, PPIH, Baycurrent

Japan IT

Japan Morning Connection: 7&I, PPIH, Baycurrent