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: Broad Based Tech Rally Set to Lift Chips, Lasers, Memory and Power Semis

Japan Morning Connection: Exuberance Fades Fast as Iran Closes Straits

Japan Morning Connection: Space and Quantum Names Primed for a Surge

Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Quantum theme keeps running but Socionext still struggles to catch a bid.</li>
<li>Aixtron's numbers set a strong tone for Japan SPE names Ulvac and Kokusai.</li>
<li>QD Laser -8.5%, Kioxia -7.4% and Ibiden -5.4% yesterday may be playing catch up today with overnight gains.</li>
</ul>


Quantum theme keeps running but Socionext still struggles to catch a bid.
Aixtron's numbers set a strong tone for Japan SPE names Ulvac and Kokusai.
QD Laser -8.5%, Kioxia -7.4% and Ibiden -5.4% yesterday may be playing catch up today with overnight gains.


Japan Morning Connection: Hopes of Ceasefire Extension to Lift Sentiment