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: Risk-On Mood May Return as Red Sea Tensions Ease

Japan Morning Connection: Testers Could Rally Against the Grain After Teradyne's Blowout Numbers

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

Japan Morning Connection: Intel Supply Chain in Focus as SK Hynix Eyed for Ohio Campus Role

Japan Morning Connection: SPE and Memory Rebound Set to Build After Strong US Follow Through

Japan Morning Connection: AI Setup Remains Tepid but Kioxia May Catch a Bid with CXMT Oversubscribed

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Lasertec, TEL, Screen and TOK to benefit from Intel's strong earnings.</li>
<li>Disco's guidance miss may present a chance to buy the dip.</li>
<li>Power-Semi’s may be under the pump after STMicro tanked -17.7% in EU and -18.7% in US trading from earnings disappointment. </li>
</ul>


Lasertec, TEL, Screen and TOK to benefit from Intel's strong earnings.
Disco's guidance miss may present a chance to buy the dip.
Power-Semi’s may be under the pump after STMicro tanked -17.7% in EU and -18.7% in US trading from earnings disappointment. 


Japan Morning Connection: Intel's Big Beat and Capex Guidance Raise Set to Lift JP Suppliers and SPE