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: AI Set to Squeeze Hard After Strong Earnings Follow Leveraged Unwind

Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease

Japan Morning Connection: Intel's Big Beat and Capex Guidance Raise Set to Lift JP Suppliers and SPE

Japan Morning Connection: Intel Supply Chain in Focus as SK Hynix Eyed for Ohio Campus Role

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Advantest, Micronics and Teraprobe set for a better start after Teradyne posted a blowout 2Q beat and strong 3Q guidance.</li>
<li>Lasertec and TEL may lag as KLA's inline guidance and dipped FCF point to a split between testers and WFE makers to start today.</li>
<li>SK Hynix numbers missed incredibly high expectations this morning making it likely to be a wobbly session again for Kioxia</li>
</ul>


Advantest, Micronics and Teraprobe set for a better start after Teradyne posted a blowout 2Q beat and strong 3Q guidance.
Lasertec and TEL may lag as KLA's inline guidance and dipped FCF point to a split between testers and WFE makers to start today.
SK Hynix numbers missed incredibly high expectations this morning making it likely to be a wobbly session again for Kioxia


Japan Morning Connection: Testers Could Rally Against the Grain After Teradyne's Blowout Numbers