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

Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound

Japan Morning Connection: Recruit's 20% ADV Buyback Should Run Out of Bullets Early Nov

Japan Morning Connection: Potential for Disco to Push Higher with Positive HBM Outlook

Hoya (7741) | A Visionary Company with a Blurry Future

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US restrictions for Huawei suppliers has the potential for block exports for a variety of non-leading-edge chipmaking equipment to China. </li>
<li>ASML confirms its EUV slowdown which is negative for Hoya Corp as a leading global supplier of EUV mask blanks. Lasertec -13.4% yesterday, although it may struggle to rebound </li>
<li>PM Ishiba making an offering at the Yasukuni Shrine has the potential to rile China, although Japan's tourist arrivals in Sep hit +26% above 2019 pre-CV levels. </li>
</ul>


US restrictions for Huawei suppliers has the potential for block exports for a variety of non-leading-edge chipmaking equipment to China. 
ASML confirms its EUV slowdown which is negative for Hoya Corp as a leading global supplier of EUV mask blanks. Lasertec -13.4% yesterday, although it may struggle to rebound 
PM Ishiba making an offering at the Yasukuni Shrine has the potential to rile China, although Japan's tourist arrivals in Sep hit +26% above 2019 pre-CV levels. 


Japan Morning Connection: More Downside for SPE on ASML and Potential US Curbs for Huawei Suppliers