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

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