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: Long AI Short Software Trade Unwinding as Jensen Backs Software

Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays

Japan Morning Connection: Fuji Electric's Cooling System Launch Set to Put the Stock in Focus

Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records

Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu

Markets Look Through NVDA as ARM Continues to Surge on CPU Potential + Softbank's Limit-Up Move

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Shin Etsu likely to catch up today after Sumco's +19.23% move on Nomura TP raise from AI wafer demand.</li>
<li>Fuji Electric may get more attention after plans to launch a new liquid cooling product for servers which could reduce power by as much as 85%.</li>
<li>A surge in the US for software should help NEC, Fujitsu, OBIC which are all not far from their lows.</li>
</ul>


Shin Etsu likely to catch up today after Sumco's +19.23% move on Nomura TP raise from AI wafer demand.
Fuji Electric may get more attention after plans to launch a new liquid cooling product for servers which could reduce power by as much as 85%.
A surge in the US for software should help NEC, Fujitsu, OBIC which are all not far from their lows.


Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement