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: Potential for Disco to Push Higher with Positive HBM Outlook

Japan Morning Connection: Tokyo Metro IPO Should See Strong Demand

Japan Morning Connection: Tesla Big Beat and SK Hynix Numbers to Buoy Sentiment

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

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

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>New highs for Intuitive Surgical on the success on its Da Vinci surgical robot sets a good tone for Sysmex.</li>
<li>R/E related plays including homebuilders jumping with Blackstone +8% in 2-sessions Thurs/Fri.</li>
<li>Recruit is rapidly running out of buyback bullets, and while it may reload it is priced to perfection and is looking vulnerable to correction.</li>
</ul>


New highs for Intuitive Surgical on the success on its Da Vinci surgical robot sets a good tone for Sysmex.
R/E related plays including homebuilders jumping with Blackstone +8% in 2-sessions Thurs/Fri.
Recruit is rapidly running out of buyback bullets, and while it may reload it is priced to perfection and is looking vulnerable to correction.


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