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: Energy Related and Tech Strong Pointing to a Good Start for Japan

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Japan Morning Connection: Big Boosts to AI Capex Plans for MSFT and META Will Lift Japan SPE

Japan Morning Connection: Mixed Tape for Semi's with AI up and Power and Industrial Down Further

Japan Morning Connection: US Liking JP and Expected EU Trade Deals, Expect Flows Back in Tech

Japan Morning Connection: Trump Announces 15% Tariffs on Japan but Details Remain Scarce

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Screen numbers a headline miss but outlook for guidance hike over 2Q numbers remains.</li>
<li>Shin Etsu drop on back of PVC weakness could be short lived on a more dovish outcome.</li>
<li>Renesas down after numbers with market wanting more clarity over comments that 2026 remains "unclear".</li>
</ul>


Screen numbers a headline miss but outlook for guidance hike over 2Q numbers remains.
Shin Etsu drop on back of PVC weakness could be short lived on a more dovish outcome.
Renesas down after numbers with market wanting more clarity over comments that 2026 remains "unclear".


Japan Morning Connection: EU Trade Deal Should Help JP Names with High European Exposure Gain