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)

<ul>
<li>Positive CEO comments on Silicon Carbide (SiC) from ON Semi could be beneficial for Rohm which has significant SiC exposure.</li>
<li>Tesla's 5.6% rise after Morgan Stanley named it a top pick in the US auto sector may help buoy sentiment for the beleaguered Panasonic with Tesla as it's major customer.</li>
<li>Names in Factory Automation with strong China exposure may benefit from Fanuc's stronger-than-expected Q1 results, driven by government subsidies and growth.</li>
</ul>


Positive CEO comments on Silicon Carbide (SiC) from ON Semi could be beneficial for Rohm which has significant SiC exposure.
Tesla's 5.6% rise after Morgan Stanley named it a top pick in the US auto sector may help buoy sentiment for the beleaguered Panasonic with Tesla as it's major customer.
Names in Factory Automation with strong China exposure may benefit from Fanuc's stronger-than-expected Q1 results, driven by government subsidies and growth.


Japan Morning Connection – 30 July 2024