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

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

Japan Morning Connection: Tech Out, All Things EU In

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sandisk +9.7% on reports it will be hiking NAND prices by 10% in April. More to go for Kioxia and Kokusai Electric?</li>
<li>Allegro running out of oomph but I would keep adding Sanken despite the jump.</li>
<li>Nintendo -9.2% Friday on tariff concerns excessive ahead of upcoming Switch2 announcement in April.</li>
</ul>


Sandisk +9.7% on reports it will be hiking NAND prices by 10% in April. More to go for Kioxia and Kokusai Electric?
Allegro running out of oomph but I would keep adding Sanken despite the jump.
Nintendo -9.2% Friday on tariff concerns excessive ahead of upcoming Switch2 announcement in April.


Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

Japan IT

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.