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 Rebound Although Onsemi Drops -16% on Numbers

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: 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

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Yields soared after the poor set of jobs data causing home builders to jump. Watch Sumitomo Forestry and Shin Etsu for upside.</li>
<li>TEL's poor look for WFE sends semi cap tumbling, although Lam Research up as it likely takes market share.</li>
<li>Eastman -19% on poor numbers reflecting DOW's woes the week before as tariffs pose significant headwinds for the chemicals industry.</li>
</ul>


Yields soared after the poor set of jobs data causing home builders to jump. Watch Sumitomo Forestry and Shin Etsu for upside.
TEL's poor look for WFE sends semi cap tumbling, although Lam Research up as it likely takes market share.
Eastman -19% on poor numbers reflecting DOW's woes the week before as tariffs pose significant headwinds for the chemicals industry.


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