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: Risk-On Mood Accelerates on AI and Tech Dip Buying

Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall

SoftBank (9984 JP) Tactical Outlook: What's Next After NVDA Exit, Wild Swings, and Strong Earnings?

Japan Morning Connection: AI Pullback but NAND Smashes It After-Hours

Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs

Japan Morning Connection: AI Takes a Hit Overnight on Renewed Calls that the AI Market Is Overheated

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk +15% as the NAND S/D imbalance shows no signs of easing until next year at least.</li>
<li>Olympus's new CEO steps into his role by announcing 2,000 job cuts which the market will like.</li>
<li>Rohm throwing cold water on its AI ambitions makes this a soon to be consensus short for now.</li>
</ul>


Sandisk +15% as the NAND S/D imbalance shows no signs of easing until next year at least.
Olympus's new CEO steps into his role by announcing 2,000 job cuts which the market will like.
Rohm throwing cold water on its AI ambitions makes this a soon to be consensus short for now.


Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows