Ortus Advisors

Andrew Jackson

I have been trading Japanese equities since 2004, and have worked for a number of firms in Tokyo, HK and Singapore. For the last few years I have been primarily focused on developing a propietry long/short relative value sector neutral strategy for the TPX500, taking advantage of the sector depth and liquidity which only Japan has to offer in Asia.

Independent Insight Provider

Thematic (Sector/Industry)

Japan Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Major indices surged, led by Rambus +9.14% signaling strong tech sector momentum.  However there is continued weakness for auto related chips and a lower cyclical demand in industrial IC’s.</li>
<li>CrowStrike continued it's significant drop, with CEO to testify on outage; increased interest in rivals like Trend Micro suggests potential market share shifts in security software. </li>
<li>Kyushu Rail announced a 15% rail fare hike effective April 2025, leading to a +6.78% surge; tech industry growth in Kyushu will impact infrastructure-related firms positively.</li>
</ul>


Major indices surged, led by Rambus +9.14% signaling strong tech sector momentum.  However there is continued weakness for auto related chips and a lower cyclical demand in industrial IC’s.
CrowStrike continued it's significant drop, with CEO to testify on outage; increased interest in rivals like Trend Micro suggests potential market share shifts in security software. 
Kyushu Rail announced a 15% rail fare hike effective April 2025, leading to a +6.78% surge; tech industry growth in Kyushu will impact infrastructure-related firms positively.


Japan Morning Connection – 23 July 2024