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: QD Laser May Recover From Earnings Miss on Positive Lumentum Read-Through

Japan Morning Connection: Liberware and Terradrone Stand to Gain as US Targets Chinese Drone Makers

Japan Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up

Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel's upsized $20bn share offering points to increased capex plans, a positive for Japanese SPE and its main suppliers.</li>
<li>Interesting news that SpaceX is chasing the low-band spectrum with comments to the FCC that it looks to “advance rapid, widespread deployment of flexible broadband spectrum resources”.</li>
<li>Kioxia may feel slight pressure with news its Y800bn buyback has concluded.</li>
</ul>


Intel's upsized $20bn share offering points to increased capex plans, a positive for Japanese SPE and its main suppliers.
Interesting news that SpaceX is chasing the low-band spectrum with comments to the FCC that it looks to “advance rapid, widespread deployment of flexible broadband spectrum resources”.
Kioxia may feel slight pressure with news its Y800bn buyback has concluded.


Japan Morning Connection: Intel's Upsized Share Offering May Lift Suppliers Lasertec, Screen and TOK