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: Heavy Selling Expected for SPE as Uncertainty Builds

Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite

Japan Morning Connection: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Japan Morning Connection: Fading Oil Sets a Positive Tone for Risk-On Tech, Airlines and Shippers

Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Japan Morning Connection: SMCI's Chip Smuggling Scandal Drags Server and Memory Down

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Google research touting a new memory compression technique exacerbated rotation out of memory names with Micron -18% and Sandisk -10% for the week.</li>
<li>Wafer names shrugging off the memory panic with Soitec and Siltronic higher with Sumco and Shin-Etsu set to follow.</li>
<li>SpaceX IPO buzz sent space names surging. QPS, Synspective and Astroscale all set for more upside today.</li>
</ul>


Google research touting a new memory compression technique exacerbated rotation out of memory names with Micron -18% and Sandisk -10% for the week.
Wafer names shrugging off the memory panic with Soitec and Siltronic higher with Sumco and Shin-Etsu set to follow.
SpaceX IPO buzz sent space names surging. QPS, Synspective and Astroscale all set for more upside today.


Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace