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: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback

Japan Morning Connection: Software Rotation Continues with NEC and Fujitsu Set to Outperform

Japan Morning Connection: NVDA Numbers Tomorrow Loom Over Already Wavering SPE Names

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Jensen Huang joining Trump's China trip seen as a sign the US may soften export restrictions. A positive for the whole AI complex, especially power/industrial semis.</li>
<li>QD Laser numbers today could surprise to the upside, with the potential for strong guidance helped by likely selling laser retina scanners to Himax.</li>
<li>Kokusai -12.4% on disappointing guidance but likely too conservative given how hot DRAM and NAND markets are. A buying opportunity.</li>
</ul>


Jensen Huang joining Trump's China trip seen as a sign the US may soften export restrictions. A positive for the whole AI complex, especially power/industrial semis.
QD Laser numbers today could surprise to the upside, with the potential for strong guidance helped by likely selling laser retina scanners to Himax.
Kokusai -12.4% on disappointing guidance but likely too conservative given how hot DRAM and NAND markets are. A buying opportunity.


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