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INSIGHT PROVIDER
Top Quartile
Andrew Jackson
Japanese Equity Specialist
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Ortus Advisors
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Location:
Singapore
Joined:
09 May 2024
169
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Thematic (Sector/Industry)
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07 May 2025 23:42
Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher
Upside for chips and semi-cap as US eases export curbs, poor outlook for Softbank as ARM drops 10%, Japanese shipbuilding expertise may be used as...
Andrew Jackson
152 Views
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bullish
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Thematic (Sector/Industry)
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06 May 2025 23:51
Japan Morning Connection: Indian-Pakistan Tensions Adding to Geopolitical Concern
Tech earnings in Japan were mixed over the long weekend. Pharma faces pressure from FDA pick and potential price pressures. China talk...
Andrew Jackson
218 Views
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bullish
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Thematic (Sector/Industry)
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01 May 2025 23:57
Japan Morning Connection: US Markets Rally for 8th Day Although Apple and Amazon Miss After-Mkt
Tech and AI stocks continue to perform well after Microsoft and Meta set an upbeat tone. Hokkaido Elec sees a sharp short squeeze - can this...
Andrew Jackson
154 Views
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bullish
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Thematic (Sector/Industry)
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30 Apr 2025 23:48
Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness
SOX rallied with positive earnings from Qorvo, Western Digital, and Seagate. Japan SPE benefits from Meta's capex plans. Tokyo Electron shows less...
Andrew Jackson
324 Views
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bullish
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Thematic (Sector/Industry)
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29 Apr 2025 23:41
Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today
Poor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...
Andrew Jackson
286 Views
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