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: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

Japan Morning Connection: Trump Threatens 100% Chip Tariffs While Tim Cook Kisses the Ring

Japan Morning Connection: Trump Taking Aim at Intel's Tan as He Pushes for US Production Growth

Japan Morning Connection: US Lower After Trump Temper Tantrum over Jobs and Increased Tariffs

Japan Morning Connection: TEL Numbers Miss Weighs on US Semi-Caps Despite MSFT and META Capex Plans

Japan Morning Connection: Big Boosts to AI Capex Plans for MSFT and META Will Lift Japan SPE

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.</li>
<li>Broadcom's new networking chip may fuel wire and cable demand.</li>
<li>Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.</li>
</ul>


Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.
Broadcom's new networking chip may fuel wire and cable demand.
Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.


Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers