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: Space Names Face Downside Pressure as SpaceX Slides Despite Bullish Calls

Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow

Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

Japan Morning Connection: Physical AI FA Plays May Draw Fresh Interest as Alternative AI Exposure

Japan Morning Connection: SPEs Face Pullback as Meta Enters Cloud Infrastructure

Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>After a selloff yesterday, AI names are set to recover as NVDA's Kyber roadmap fears ease.</li>
<li>Likely we see a break for NEC Corp which has been trading better recently with flows moving out of SPE.</li>
<li>Interesting to see GS upgrade Nitto Boseki to buy on the expectation that the supply-demand balance for T-glass used in chip packaging will remain significantly tighter than previous assumptions.</li>
</ul>


After a selloff yesterday, AI names are set to recover as NVDA's Kyber roadmap fears ease.
Likely we see a break for NEC Corp which has been trading better recently with flows moving out of SPE.
Interesting to see GS upgrade Nitto Boseki to buy on the expectation that the supply-demand balance for T-glass used in chip packaging will remain significantly tighter than previous assumptions.


Japan Morning Connection: TDK Lags as Peers with More MLCC Exposure Capture AI-Driven Gains