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: Markets Uncertain to Start the Week After Moody's US Downgrade

Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

Japan Morning Connection: A Flurry of Middle East Dealmaking Drives Tech and Aerospace

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Ai plays generally down, with AMAT after mkt dulling sentiment further, despite looking conservative.</li>
<li>Kioxia numbers look decent, but QoQ guidance is down on FX, with no follow through for Sandisk in the US.</li>
<li>Woeful price action for Kyocera yesterday despite an activist win, with the market still cautious over management bungling.</li>
</ul>


Ai plays generally down, with AMAT after mkt dulling sentiment further, despite looking conservative.
Kioxia numbers look decent, but QoQ guidance is down on FX, with no follow through for Sandisk in the US.
Woeful price action for Kyocera yesterday despite an activist win, with the market still cautious over management bungling.


Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather