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: Micron Blowout Numbers Overshadowed by Capex Concerns

Japan Morning Connection: SMCI's Chip Smuggling Scandal Drags Server and Memory Down

Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Japan Morning Connection: Tech and AI Lead the Charge as Ships Start to Move in the Middle East

Japan Morning Connection: Will HDD Supply Chain Laggards Minebea and Hoya Soon Catch a Bid?

Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan saw a deep fade off the open for AI related plays but a more sustained bid expected today with US pushing higher.</li>
<li>Micron begins mass production of HBM4 for Rubin chips, positive for Micronics which is -20% off its recent highs.</li>
<li>News from NVDA’s GTC event drove optical interconnect name Lumentum as much as +16.8% off its opening lows.</li>
</ul>


Japan saw a deep fade off the open for AI related plays but a more sustained bid expected today with US pushing higher.
Micron begins mass production of HBM4 for Rubin chips, positive for Micronics which is -20% off its recent highs.
News from NVDA’s GTC event drove optical interconnect name Lumentum as much as +16.8% off its opening lows.


ジャパン・モーニング・コネクション：NVDAのGTCイベントからのニュースを受け、光学関連銘柄が急落後、反発。