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.

Japan Morning Connection: Rohm, Anritsu, Shiseido

Japan Morning Connection: Mercari, Sumitomo Forestry, Anritsu

Japan Morning Connection: BoJ Anticipation and Koizumi Taking an Early Lead in the Polls

Japan Morning Connection: Asahi Intecc, PPIH

Japan Morning Connection: Sanken Electric, Nidec, Asahi Intecc

Long 7747 Asahi Intec | Short 7733 Olympus

Independent Insight Provider

Thematic (Sector/Industry)

Japan Consumer staples / Thematic (Sector/Industry)

<ul>
<li>Estee Lauder continues to  underwhelm on its China strategy, making names with less country exposure such as Kose look increasingly attractive</li>
<li>While the 7&amp;I deal outcome remains highly  uncertain, NKY225 replacement candidates should see a lift in the short-term</li>
<li>This includes PPIH, which looks oversold after yesterdays negative price reaction to the Founder's 22 year old son being promoted to a non-exec director.</li>
</ul>


Estee Lauder continues to  underwhelm on its China strategy, making names with less country exposure such as Kose look increasingly attractive
While the 7&amp;I deal outcome remains highly  uncertain, NKY225 replacement candidates should see a lift in the short-term
This includes PPIH, which looks oversold after yesterdays negative price reaction to the Founder's 22 year old son being promoted to a non-exec director.


Pan Pacific International Holdings (7532 JP)

Japan Morning Connection: Kose, 7&I, PPIH