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: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

Japan Morning Connection: Calls that AI Stocks Are in a Bubble Seems to Be Heard (For Now)

Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan

Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight

Japan Morning Connection: AMD Deal News Sends AI Lurching Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Kokusai Electric deal yesterday with AMAT selling a 10.7m clip is a mere morsel for the market and helps clear overhead risk.</li>
<li>This creates a good setup for long Kokusai short Advantest which should see some reticence creep in as it hits the NKY CPAF cap.</li>
<li>Trump is trying to force homebuilders to build more as a panacea for the housing affordability crisis. Not good for margins.</li>
</ul>


Kokusai Electric deal yesterday with AMAT selling a 10.7m clip is a mere morsel for the market and helps clear overhead risk.
This creates a good setup for long Kokusai short Advantest which should see some reticence creep in as it hits the NKY CPAF cap.
Trump is trying to force homebuilders to build more as a panacea for the housing affordability crisis. Not good for margins.


Japan Morning Connection: Intel Announces Its Long Awaited 18A Process