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

ASML 3Q24: The Huge Reset Is Mostly the Result of Company's Miscalculations

Semis Just Broke a Record.  Why Did Nobody Notice?

Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

Japan Morning Connection: 7&I Continues Restructuring Plan

Japan Morning Connection: Risk-On Sentiment and Yen Weakness to Drive the NKY Higher

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan SPE set for a big pullback after a terrible ASML order outlook.</li>
<li>EUV related plays will be under pressure including Lasertec and Hoya.</li>
<li>Expect rotation towards domestic defensive, with rails in focus after Tokyo Metro IPO priced top of range.</li>
</ul>


Japan SPE set for a big pullback after a terrible ASML order outlook.
EUV related plays will be under pressure including Lasertec and Hoya.
Expect rotation towards domestic defensive, with rails in focus after Tokyo Metro IPO priced top of range.


Japan Morning Connection: SPE Set for a Serous Pullback After ASML Order Outlook