Japanese Equity Specialist, 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.

Japanese Equity Specialist

Ortus Advisors

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