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: Room to Run with SPEs Still Below Recent Highs

Japan Morning Connection: AI Names Increasingly Volatile with SOX Reversal and Quarter-End Pressure

Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment

Japan Morning Connection: War End and Intel Apple Deal Send Optical and Semi Names Surging

Japan Morning Connection: Can Softbank Shake off Weakness as Analysts Hike Targets and ARM Eyes ATHs

Japan Morning Connection: AI Related Names Set to Slide Following SOX's Skittish Retreat from Highs

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Kioxia set for a strong day as Micron signs strategic partnership with Anthropic and BofA hikes TP pulling memory names higher.</li>
<li>Power semis Fuji Electric, Rohm and Renesas set for a good day after Onsemi +8.2% and broader industrial semi strength overnight.</li>
<li>SWCC may catch a bid after being upgraded to buy by Mizuho overnight.</li>
</ul>


Kioxia set for a strong day as Micron signs strategic partnership with Anthropic and BofA hikes TP pulling memory names higher.
Power semis Fuji Electric, Rohm and Renesas set for a good day after Onsemi +8.2% and broader industrial semi strength overnight.
SWCC may catch a bid after being upgraded to buy by Mizuho overnight.


Japan Morning Connection: QD Laser Set to Continue Gains as Details Emerge on Partnership with TDK