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: Kioxia Takes the Wind Out of AI's Sails

Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run

Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow

Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall

Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying

Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NAND memory spot prices surge another 17% WoW on worsening S/D dynamics.</li>
<li>No take-over for Trend Micro, but an accelerated buyback will be enough for a short-term squeeze.</li>
<li>Sanken may be back in focus given its deep disc NAV as sentiment rises for power and industrial names.</li>
</ul>


NAND memory spot prices surge another 17% WoW on worsening S/D dynamics.
No take-over for Trend Micro, but an accelerated buyback will be enough for a short-term squeeze.
Sanken may be back in focus given its deep disc NAV as sentiment rises for power and industrial names.


Japan Morning Connection: Power and Industrial Semis in Focus After Infineon Big Beat on AI