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

US Banks - Weekly YoY Loan Growth Hits 3.0% Peak Since Early 2024

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Huang throws cold water on a potential TSMC led deal for INTC fab business, saying he 'wasn't invited' to any discussions. </li>
<li>Micron guidance beats consensus which should be a positive for related names such as Micronics. </li>
<li>CoWoS and advanced packing maker Shibaura Mechtronics raised guidance on Wednesday ahead of street, yet stock still trading around recent lows points to further upside.</li>
</ul>


Huang throws cold water on a potential TSMC led deal for INTC fab business, saying he 'wasn't invited' to any discussions. 
Micron guidance beats consensus which should be a positive for related names such as Micronics. 
CoWoS and advanced packing maker Shibaura Mechtronics raised guidance on Wednesday ahead of street, yet stock still trading around recent lows points to further upside.


NVDA's 'Quantum Day' Fails to Live up to the Hype. Micron Beats, and Softbank Acquires Ampere.

NVIDIA Corp

NVDA's 'Quantum Day' Fails to Live up to the Hype. Micron Beats, and Softbank Acquires Ampere.