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: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Japan Morning Connection: Tech up Ahead of NVDA Numbers with Sentiment Solid Despite China Concerns

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Japan Morning Connection: Markets Stage a Big Rally off the Lows as Dip Buying Takes Hold

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>HDD plays WD and Seagate pulling ahead of NAND plays but there may be upside on potential for increased DC adoption for likes of Kioxia.</li>
<li>Mitsubishi Motors cut their FY guidance as competition heats up in key Asian markets as China makers muscle their way in.</li>
<li>Nikon +21% yesterday as EL takes a bigger stake, but don't forget the largest holder activist Silchester-  who may have their own plans.</li>
</ul>


HDD plays WD and Seagate pulling ahead of NAND plays but there may be upside on potential for increased DC adoption for likes of Kioxia.
Mitsubishi Motors cut their FY guidance as competition heats up in key Asian markets as China makers muscle their way in.
Nikon +21% yesterday as EL takes a bigger stake, but don't forget the largest holder activist Silchester-  who may have their own plans.


ジャパン・モーニング・コネクション：NVDAの数字はコンセンサスを上回るも、株価を押し上げるには不十分