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: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

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

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

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

Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds

Japan Morning Connection: Kioxia Running Out of Steam as Memory Rotation Gathers Pace

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Kioxia Holdings (285A JP) could have a long way to tumble only -18% from its recent highs with almost zero short interest.</li>
<li>Defense doesn’t seem to be reacting to the spectre of increased conflict in Iran with US names weak again setting a poor tone for Japanese names.</li>
<li>Nintendo launches its Super Mario galaxy movie tomorrow so may get a bit of a bid on expectations it does as well as the initial film.</li>
</ul>


Kioxia Holdings (285A JP) could have a long way to tumble only -18% from its recent highs with almost zero short interest.
Defense doesn’t seem to be reacting to the spectre of increased conflict in Iran with US names weak again setting a poor tone for Japanese names.
Nintendo launches its Super Mario galaxy movie tomorrow so may get a bit of a bid on expectations it does as well as the initial film.


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