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: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

Japan Morning Connection: NVDA Numbers Ahead of Consensus but Not Enough to Push the Stock Higher

Japan Morning Connection: Tech up Ahead of NVDA Numbers with Sentiment Solid Despite China Concerns

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Both Marvell and Dell were out after-market Friday so the reaction in Japan to start may be less severe.</li>
<li>Sandisk cutting through the static now up for 7th day in a row as sentiment for NAND rises on potential AI growth.</li>
<li>Kokusai Electric may also see a positive change in tone if the market takes another look at NAND production equipment.</li>
</ul>


Both Marvell and Dell were out after-market Friday so the reaction in Japan to start may be less severe.
Sandisk cutting through the static now up for 7th day in a row as sentiment for NAND rises on potential AI growth.
Kokusai Electric may also see a positive change in tone if the market takes another look at NAND production equipment.


Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break