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: Navitas Semi Numbers Show Increased Adoption of GaN/SiC Power Components

Japan Morning Connection: IDC Drops a Bombshell Expecting Smartphone Mkt to Contract 12.9% This Year

Japan Morning Connection: Japan Set for Short-Term Rotation Away from Tech After Attacks on Iran

Japan Morning Connection: AI Fears Spread with Financials and Insurance Down Sharply

Japan Morning Connection: Markets Spooked by the Specter of Attacks on Iran

Japan Morning Connection: Tech and AI up but Power and Industrial Semi's Sag on Numbers

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>HP after the close taking a 7% hit with guidance reflecting its profitability struggles due to surging memory prices.</li>
<li>Citron Research goes short Sandisk claiming the NAND cycle is close to the top, with Samsung set to rebalance supply shortages.</li>
<li>Ibiden guidance looks light, but the secondary offering is small and will hardly touch the sides vs NVDA catalyst tomorrow.</li>
</ul>


HP after the close taking a 7% hit with guidance reflecting its profitability struggles due to surging memory prices.
Citron Research goes short Sandisk claiming the NAND cycle is close to the top, with Samsung set to rebalance supply shortages.
Ibiden guidance looks light, but the secondary offering is small and will hardly touch the sides vs NVDA catalyst tomorrow.


Japan Morning Connection: Meta Locks Down AMD Chip Supply with Eyes on Becoming a Major Holder