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: Expect a Big Reversal into Software While Photonics Takes a Hit

Japan Morning Connection: Toray and the Heavies in Focus as China Eyes a Possible Deal with Boeing

Japan Morning Connection: Nidec Faces a Damning Scandal While Olympus Is Primed for a Squeeze

Japan Morning Connection: Kioxia Faces a Dour Open as Sandisk and WD Struggle to Meet Expectations

Japan Morning Connection: Big Tech Blowouts to Overshadow Yesterday's Weakness

Japan Morning Connection: Advantest Lands First SiPh Tester Order and Chugai Set to Snap Back

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk +26.3% since earnings report. Looks very positive for Kioxia's numbers on the 15th.</li>
<li>SMCI +24.5% on strong margin recovery, a positive read for Nidec who supplies its cooling systems.</li>
<li>ARM's smartphone weakness warning seems to have drifted from investors minds with Taiyo Yuden and Murata still trading well despite heavy smartphone exposure.</li>
</ul>


Sandisk +26.3% since earnings report. Looks very positive for Kioxia's numbers on the 15th.
SMCI +24.5% on strong margin recovery, a positive read for Nidec who supplies its cooling systems.
ARM's smartphone weakness warning seems to have drifted from investors minds with Taiyo Yuden and Murata still trading well despite heavy smartphone exposure.


Japan Morning Connection: SPE and AI Set to Surge as Japan Prices in Golden Week Earnings