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: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years

Japan Morning Connection: Ibiden Set to Recover as Intel Wins Google TPU Deal

Japan Morning Connection: Defense in Focus as MoD Is Set to Name China as Most Serious Concern

Japan Morning Connection: Fuji Electric's Cooling System Launch Set to Put the Stock in Focus

Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays

Japan Morning Connection: Long AI Short Software Trade Unwinding as Jensen Backs Software

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Nippon Electric Glass set for a big move on reports it may be a supplier for Apple's foldable iPhone. </li>
<li>Glass substrate peers Toppan, Nittobo, DNP and AGC worth watching alongside Nippon Electric Glass.</li>
<li>A poor tone for memory after Broadcom's miss and Micron's biggest one-day loss ever.</li>
</ul>


Nippon Electric Glass set for a big move on reports it may be a supplier for Apple's foldable iPhone. 
Glass substrate peers Toppan, Nittobo, DNP and AGC worth watching alongside Nippon Electric Glass.
A poor tone for memory after Broadcom's miss and Micron's biggest one-day loss ever.


Japan Morning Connection: Nippon Electric Glass Set to Rise on Foldable IPhone Supplier Report