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>Tape will be weak to start, but may find dip buying given the bullish read from Micron which is helping send futs higher </li>
<li>Chinese ex-ASML engineers have reversed engineered a EUV lithography machine. Not awesome news for Lasertec and Jeol either. </li>
<li>China cooling on Japan has led to a big drop in tourist arrival growth rates. Expected - but still negative for duty free, hotels and rails etc. </li>
</ul>


Tape will be weak to start, but may find dip buying given the bullish read from Micron which is helping send futs higher 
Chinese ex-ASML engineers have reversed engineered a EUV lithography machine. Not awesome news for Lasertec and Jeol either. 
China cooling on Japan has led to a big drop in tourist arrival growth rates. Expected - but still negative for duty free, hotels and rails etc. 


Tech Hit on Financing Worries, but Micron Guidance Smashes Estimates

Kioxia Holdings

Tech Hit on Financing Worries, but Micron Guidance Smashes Estimates