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 Setup Remains Tepid but Kioxia May Catch a Bid with CXMT Oversubscribed

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Japan Morning Connection: Intel Supply Chain in Focus as SK Hynix Eyed for Ohio Campus Role

Japan Morning Connection: SPE Set to Give Back Yesterday's Gains with Memory Selloff Overnight

Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US semi-cap peers sold off on TSMC's higher capex outlook.</li>
<li>Space names such as QPS and Astroscale may suffer from AST SpaceMobile -17% and SpaceX's scrubbed Starship test weighing on sentiment.</li>
<li>Despite yesterday's moves starting to look excessive with Kioxia -15%, Ibiden Co Ltd -10%, Kokusai Electric -8.8%, QD Laser -18.6%, its likely we are in for another frigid start.</li>
</ul>


US semi-cap peers sold off on TSMC's higher capex outlook.
Space names such as QPS and Astroscale may suffer from AST SpaceMobile -17% and SpaceX's scrubbed Starship test weighing on sentiment.
Despite yesterday's moves starting to look excessive with Kioxia -15%, Ibiden Co Ltd -10%, Kokusai Electric -8.8%, QD Laser -18.6%, its likely we are in for another frigid start.


Japan Morning Connection: Pressure Builds for Memory Names as Chinese Capacity Concerns Grow