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

Ortus Advisors

Equity Bottom-Up

<ul>
<li>TACO redubbed as ‘framework of a future deal’ enough to send tech and AI higher set to be reflected in strong gains in JP today</li>
<li>Intel +11.7% on no news looks a bit leaky ahead of numbers on Friday - expect news on 14A and new fab customers </li>
<li>Disco 3Q numbers beat and shipment guidance points to strong sales for HBM which the market needed to see </li>
</ul>


TACO redubbed as ‘framework of a future deal’ enough to send tech and AI higher set to be reflected in strong gains in JP today
Intel +11.7% on no news looks a bit leaky ahead of numbers on Friday - expect news on 14A and new fab customers 
Disco 3Q numbers beat and shipment guidance points to strong sales for HBM which the market needed to see 


JGB Panic over for Now - Long SPE Short Banks Will Be Back in Focus Post Davos

DISCO Corp

JGB Panic over for Now - Long SPE Short Banks Will Be Back in Focus Post Davos