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

US Banks - Granular Data on Probability of Default (PD) Points to Strong Consumer Credit Metrics

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Micron gave up earlier gains despite solid numbers as NAND sluggishness overshadowed DRAM strength </li>
<li>This was reflected in Kioxia and Kokusai Electric yesterday, but this may be short lived as scramble for QTR-end gains drives laggards </li>
<li>Renesas -12% after management changes direction - negative for the share price yesterday but ultimately the right call. </li>
</ul>


Micron gave up earlier gains despite solid numbers as NAND sluggishness overshadowed DRAM strength 
This was reflected in Kioxia and Kokusai Electric yesterday, but this may be short lived as scramble for QTR-end gains drives laggards 
Renesas -12% after management changes direction - negative for the share price yesterday but ultimately the right call. 


Successful US-China Trade Deal and Risk-On Mood Remains

Renesas Electronics

Successful US-China Trade Deal and Risk-On Mood Remains