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: Space Names to Fly High on SpaceX IPO Success

Japan Morning Connection: Cable and Optical Laggards in Focus as AI Strength Returns

Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

Japan Morning Connection: Defense in Focus as MoD Is Set to Name China as Most Serious Concern

Japan Morning Connection: Ibiden Set to Recover as Intel Wins Google TPU Deal

Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Yesterday's holdouts Screen +4.2% and TEL +3.2% likely next in line as AI derate spreads.</li>
<li>Softbank -8.3% yesterday as talks to raise $6bn margin loan backed by its OpenAI stake reportedly stall.</li>
<li>MLCC names Taiyo Yuden and Murata finally give up the ghost and likely to continue lower with the unlimited upside spell shattered.</li>
</ul>


Yesterday's holdouts Screen +4.2% and TEL +3.2% likely next in line as AI derate spreads.
Softbank -8.3% yesterday as talks to raise $6bn margin loan backed by its OpenAI stake reportedly stall.
MLCC names Taiyo Yuden and Murata finally give up the ghost and likely to continue lower with the unlimited upside spell shattered.


Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation