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: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint

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Japan Morning Connection: QD Laser May Recover From Earnings Miss on Positive Lumentum Read-Through

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks

Japan Morning Connection: AI Set to Squeeze Hard After Strong Earnings Follow Leveraged Unwind

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Furukawa and Fujikura could see support after reports the US is weighing a ban on Chinese optical transceivers.</li>
<li>Softbank looks well placed for gains on strong earnings and ARM's rally.</li>
<li>Softbank Corp, NTT and KDDI may face pressure after Musk signaled plans to take "quite a few" mobile customers from major carriers via Starlink's direct-to-mobile service.</li>
</ul>


Furukawa and Fujikura could see support after reports the US is weighing a ban on Chinese optical transceivers.
Softbank looks well placed for gains on strong earnings and ARM's rally.
Softbank Corp, NTT and KDDI may face pressure after Musk signaled plans to take "quite a few" mobile customers from major carriers via Starlink's direct-to-mobile service.


NTT (Nippon Telegraph & Telephone) (9432 JP)

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics