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: QD Laser Set to Continue Gains as Details Emerge on Partnership with TDK

Japan Morning Connection: Room to Run with SPEs Still Below Recent Highs

Japan Morning Connection: AI Names Increasingly Volatile with SOX Reversal and Quarter-End Pressure

Japan Morning Connection: Can Softbank Shake off Weakness as Analysts Hike Targets and ARM Eyes ATHs

Japan Morning Connection: AI Related Names Set to Slide Following SOX's Skittish Retreat from Highs

Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Fujikura raises FY OP guidance by 47% on strong optical component orders.</li>
<li>Intel suppliers Lasertec +40%, Ibiden +41% and TEL +20% over last 5 days set for further gains on Intel Apple deal news.</li>
<li>Rohm, Renesas and Fuji Electric set for further upside after Wolfspeed jumps on datacentre demand comments.</li>
</ul>


Fujikura raises FY OP guidance by 47% on strong optical component orders.
Intel suppliers Lasertec +40%, Ibiden +41% and TEL +20% over last 5 days set for further gains on Intel Apple deal news.
Rohm, Renesas and Fuji Electric set for further upside after Wolfspeed jumps on datacentre demand comments.


Japan Morning Connection: War End and Intel Apple Deal Send Optical and Semi Names Surging