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: Defense in Focus as MoD Is Set to Name China as Most Serious Concern

Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation

Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success

Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years

Japan Morning Connection: Nippon Electric Glass Set to Rise on Foldable IPhone Supplier Report

Japan Morning Connection: Fuji Electric's Cooling System Launch Set to Put the Stock in Focus

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Ibiden -27% since start of month but set to recover as Intel wins Google TPU deal. TEL, Lasertec, Screen and TOK also set for a stronger session.</li>
<li>Fujikura and peers should be helped by Corning's multi-billion dollar Amazon optical fiber deal.</li>
<li>Softbank -23% since start of month looking attractive as OpenAI formally announces IPO plans.</li>
</ul>


Ibiden -27% since start of month but set to recover as Intel wins Google TPU deal. TEL, Lasertec, Screen and TOK also set for a stronger session.
Fujikura and peers should be helped by Corning's multi-billion dollar Amazon optical fiber deal.
Softbank -23% since start of month looking attractive as OpenAI formally announces IPO plans.


Japan Morning Connection: Ibiden Set to Recover as Intel Wins Google TPU Deal