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: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher

Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan Morning Connection: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Japan Morning Connection: Sony Raises PS5 Prices Again as Memory Costs Bite

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.</li>
<li>Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.</li>
<li>Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.</li>
</ul>


Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.
Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.
Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.


Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight