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

Chiba Bank - Net Interest Income Up, Expect More with BOJ Hike, Credit Metrics Allow Flow Through

Japan Morning Connection: JP Tech Set for a Soggy Start to the Week Despite Big META Capex Plans

Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again

Japan Morning Connection: Trump Opening the Floodgates to AI Investment

Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.</li>
<li>Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.</li>
<li>HAMR rollout helping Seagate higher should also help memory/HDD component plays.</li>
</ul>


Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.
Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.
HAMR rollout helping Seagate higher should also help memory/HDD component plays.


Japan Morning Connection: AI Binge Buying Should Continue in Japan