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: Toray and the Heavies in Focus as China Eyes a Possible Deal with Boeing

Japan Morning Connection: Nidec Faces a Damning Scandal While Olympus Is Primed for a Squeeze

Japan Morning Connection: Hopes of Eased Export Restrictions Set to Lift the AI Complex

Japan Morning Connection: SPE and AI Set to Surge as Japan Prices in Golden Week Earnings

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Datadog +31.3% on strong guidance pointing to a big reversal back into Japan's software names.</li>
<li>Softbank faces a tough open after its +18.4% golden week catchup with ARM -10.1% on lofty expectations and Chinese smartphone weakness warnings.</li>
<li>Applied Optoelectronics -12% AH on a disappointing earnings miss, a bad read for photonic names QD Laser, Seikoh Giken and Samco.</li>
</ul>


Datadog +31.3% on strong guidance pointing to a big reversal back into Japan's software names.
Softbank faces a tough open after its +18.4% golden week catchup with ARM -10.1% on lofty expectations and Chinese smartphone weakness warnings.
Applied Optoelectronics -12% AH on a disappointing earnings miss, a bad read for photonic names QD Laser, Seikoh Giken and Samco.


Japan Morning Connection: Expect a Big Reversal into Software While Photonics Takes a Hit