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: War End and Intel Apple Deal Send Optical and Semi Names Surging

Japan Morning Connection: QD Laser Set to Continue Gains as Details Emerge on Partnership with TDK

Japan Morning Connection: Room to Run with SPEs Still Below Recent Highs

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Bernstein raises Softbank TP from Y8,200 to Y11,200 while ARM flirts with new ATHs. Softbank still well below MTD highs and lagging peers.</li>
<li>A potential positive for Nikon after AMAT signed a deal with EssilorLuxottica, which owns 19.6% of Nikon, for a partnership on intelligent optical systems</li>
<li>Lasertec +13.2% yesterday on ASML comments. May see further upside after further remarks were made overnight.</li>
</ul>


Bernstein raises Softbank TP from Y8,200 to Y11,200 while ARM flirts with new ATHs. Softbank still well below MTD highs and lagging peers.
A potential positive for Nikon after AMAT signed a deal with EssilorLuxottica, which owns 19.6% of Nikon, for a partnership on intelligent optical systems
Lasertec +13.2% yesterday on ASML comments. May see further upside after further remarks were made overnight.


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