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: Liberware and Terradrone Stand to Gain as US Targets Chinese Drone Makers

Japan Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up

Japan Morning Connection: Brace for a Rocky Start as AI Rebound Proves Short-Lived

Japan Morning Connection: Intel's Upsized Share Offering May Lift Suppliers Lasertec, Screen and TOK

Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>QD Laser, Seiko Giken and Santec may see gains after Lumentum's strong beat lifted optical peers.</li>
<li>Kioxia is set for more of a rebound as memory rallied overnight, with the stock still forming a base after a 68% drawdown from June highs.</li>
<li>From its May highs.Astroscale may see some recovery after SpaceX's +9.6% overnight gain, with the stock still down 57% from its May highs.</li>
</ul>


QD Laser, Seiko Giken and Santec may see gains after Lumentum's strong beat lifted optical peers.
Kioxia is set for more of a rebound as memory rallied overnight, with the stock still forming a base after a 68% drawdown from June highs.
From its May highs.Astroscale may see some recovery after SpaceX's +9.6% overnight gain, with the stock still down 57% from its May highs.


Japan Morning Connection: QD Laser May Recover From Earnings Miss on Positive Lumentum Read-Through