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: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher

Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan Morning Connection: Tech and AI Set for a Rough Open as Quarter End Profit Taking Hits Winners

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.</li>
<li>Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.</li>
<li>Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.</li>
</ul>


Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.
Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.
Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.


Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly