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

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Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SEI, Furukawa and Fujikura, all reporting this week, may see gains with a stronger optical connectivity tape overnight and recent selloff leaving the risk/reward tilted higher into this week's earnings.</li>
<li>QPS, Astroscale and Synspective may see gains tracking Sidus, Redwire and Rocket Lab overnight, though SpaceX's earnings and lockup expiry this week warrant caution.</li>
<li>Fuji Elec and Rohm may see support from Onsemi's beat and raised AI data center sales guidance.</li>
</ul>


SEI, Furukawa and Fujikura, all reporting this week, may see gains with a stronger optical connectivity tape overnight and recent selloff leaving the risk/reward tilted higher into this week's earnings.
QPS, Astroscale and Synspective may see gains tracking Sidus, Redwire and Rocket Lab overnight, though SpaceX's earnings and lockup expiry this week warrant caution.
Fuji Elec and Rohm may see support from Onsemi's beat and raised AI data center sales guidance.


Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight