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

SoftBank (9984 JP) Tactical Outlook: What's Next After NVDA Exit, Wild Swings, and Strong Earnings?

Japan Morning Connection: Power and Industrial Semis in Focus After Infineon Big Beat on AI

Japan Morning Connection: Kioxia Takes the Wind Out of AI's Sails

Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying

Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows

Japan Morning Connection: AI Pullback but NAND Smashes It After-Hours

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Bullish growth estimates from AMD will help alleviate negativity to start.</li>
<li>Yesterday saw some disappointing SPE/semi results from Kokusai Elec, Sumco and JX Advanced metals.</li>
<li>Sony surprised to the upside with a flurry of analysts weighing in with TP hikes overnight.</li>
</ul>


Bullish growth estimates from AMD will help alleviate negativity to start.
Yesterday saw some disappointing SPE/semi results from Kokusai Elec, Sumco and JX Advanced metals.
Sony surprised to the upside with a flurry of analysts weighing in with TP hikes overnight.


Japan Morning Connection: Softbank Numbers Smash Estimates, but Selling NVDA Sours Market Overall