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: Testers Could Rally Against the Grain After Teradyne's Blowout Numbers

Japan Morning Connection: AI Set to Squeeze Hard After Strong Earnings Follow Leveraged Unwind

Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks

Japan Morning Connection: Intel's Big Beat and Capex Guidance Raise Set to Lift JP Suppliers and SPE

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

Japan Morning Connection: SPE and Memory Rebound Set to Build After Strong US Follow Through

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Kokusai Elec and Micronics may see upside as CXMT's blockbuster IPO nears, with its retail tranche reportedly 212x oversubscribed.</li>
<li>TDK, Minebea Misumi and Nitto Denko may face pressure after Qualcomm's price hike points to lower sales of cheaper handsets across Asia.</li>
<li>Ibiden and TEL look unfairly sold on Friday and worth revisiting today.</li>
</ul>


Kokusai Elec and Micronics may see upside as CXMT's blockbuster IPO nears, with its retail tranche reportedly 212x oversubscribed.
TDK, Minebea Misumi and Nitto Denko may face pressure after Qualcomm's price hike points to lower sales of cheaper handsets across Asia.
Ibiden and TEL look unfairly sold on Friday and worth revisiting today.


Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease