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: SPE and AI Set to Surge as Japan Prices in Golden Week Earnings

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

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

Japan Morning Connection: Big Tech Blowouts to Overshadow Yesterday's Weakness

Japan Morning Connection: Advantest Lands First SiPh Tester Order and Chugai Set to Snap Back

Japan Morning Connection: AI Names Set to Keep Charging Higher Amidst Cancelled Peace Talks

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>BOJ intervenes buying yen and selling dollars sending yen surging 2% for its biggest gain in 3 years.</li>
<li>Teradyne rebounds +12% after JPM steps in saying sell off was overdone and earnings miss was an order timing issue. A positive read for Advantest.</li>
<li>Strong DC enterprise data and storage sales from Monolithic Power adds to the argument that power/industrial names can be bucketed more as AI companies Fuji Electric the standout Japan play.</li>
</ul>


BOJ intervenes buying yen and selling dollars sending yen surging 2% for its biggest gain in 3 years.
Teradyne rebounds +12% after JPM steps in saying sell off was overdone and earnings miss was an order timing issue. A positive read for Advantest.
Strong DC enterprise data and storage sales from Monolithic Power adds to the argument that power/industrial names can be bucketed more as AI companies Fuji Electric the standout Japan play.


Japan Morning Connection: Kioxia Faces a Dour Open as Sandisk and WD Struggle to Meet Expectations