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: Advantest Lands First SiPh Tester Order and Chugai Set to Snap Back

Japan Morning Connection: Big Tech Blowouts to Overshadow Yesterday's Weakness

Japan Morning Connection: Kioxia Faces a Dour Open as Sandisk and WD Struggle to Meet Expectations

Japan Morning Connection: Memory Names Hit New Highs but MATCH Act Threatens SPE

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Softbank +32% last week but still has higher to climb as ARM surges on CPU ambitions.</li>
<li>Fanuc beat with strong demand across all segments and capex picking up in automotive, sharpening focus on FA plays.</li>
<li>Rohm faces a nasty open after Denso withdraws its takeover bid. Worth watching for a bottom around the Y3000 level.</li>
</ul>


Softbank +32% last week but still has higher to climb as ARM surges on CPU ambitions.
Fanuc beat with strong demand across all segments and capex picking up in automotive, sharpening focus on FA plays.
Rohm faces a nasty open after Denso withdraws its takeover bid. Worth watching for a bottom around the Y3000 level.


Japan Morning Connection: AI Names Set to Keep Charging Higher Amidst Cancelled Peace Talks