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

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: 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

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Pure Storage surging 32% showcasing the growth potential for NAND as a viable and cost effective storage medium for AI/enterprise use. Watch Kioxia.</li>
<li>HP up but its printing business not so good -however this could be a 'bad is good' scenario for Japan's desperately in need of consolidation printer industry.</li>
<li>Marvell getting hit hard after-hours may see ASIC related Socionext trade lower.</li>
</ul>


Pure Storage surging 32% showcasing the growth potential for NAND as a viable and cost effective storage medium for AI/enterprise use. Watch Kioxia.
HP up but its printing business not so good -however this could be a 'bad is good' scenario for Japan's desperately in need of consolidation printer industry.
Marvell getting hit hard after-hours may see ASIC related Socionext trade lower.


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