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: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

Japan Morning Connection: AI Related Names Set to Slide Following SOX's Skittish Retreat from Highs

Japan Morning Connection: Can Softbank Shake off Weakness as Analysts Hike Targets and ARM Eyes ATHs

Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Cable laggards SEI -16%, Furukawa -14% and Fujikura -10% over the last 5 sessions. Worth looking at for solid upside as the market scrambles for laggards.</li>
<li>Softbank only +1.5% Friday despite ARM +11%. Could see a rebound today if fears from margin loan struggles fade.</li>
<li>Japanese names are likely to give Friday’s gains back but excessive weakness could be an opportunity to reengage ahead of the dust settling post-SpaceX.</li>
</ul>


Cable laggards SEI -16%, Furukawa -14% and Fujikura -10% over the last 5 sessions. Worth looking at for solid upside as the market scrambles for laggards.
Softbank only +1.5% Friday despite ARM +11%. Could see a rebound today if fears from margin loan struggles fade.
Japanese names are likely to give Friday’s gains back but excessive weakness could be an opportunity to reengage ahead of the dust settling post-SpaceX.


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