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Andrew Jackson

Andrew Jackson
Japanese Equity Specialist
Ortus Advisors

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Equity Bottom-Up 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...

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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...

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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...

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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...

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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...

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