Japanese Equity Specialist, 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.

Japanese Equity Specialist

Japan Morning Connection: NVDA Disappoints

Japan Morning Connection: Tech Set to Rebound as Dell After-Market Print Sets Positive Tone

Japan Morning Connection: Record Defense Budget and Nikkei Rebalance Set to Boost Related Stocks

Japan Morning Connection: Further Sector Rotation on the Cards as Risk-Off Mood for Tech Continues

Japan Morning Connection: Yamaha Motor, Rohm, Kawasaki Heavy

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

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Sony price hikes in Japan to have a mild positive impact. The stock still looks attractive after positives from recent earnings seem to have been lost in the recent volatility.</li>
<li>PPIH continues to look attractive as a continued laggard as the market rotates out of the big retail/inbound winners such as Isetan Mitsukoshi.</li>
<li>7&amp;I clearly showing how anti-takeover they are effectively asking for Govt protection to ward off Canada’s Alimentation Couche-Tard takeover approach.</li>
</ul>


Sony price hikes in Japan to have a mild positive impact. The stock still looks attractive after positives from recent earnings seem to have been lost in the recent volatility.
PPIH continues to look attractive as a continued laggard as the market rotates out of the big retail/inbound winners such as Isetan Mitsukoshi.
7&amp;I clearly showing how anti-takeover they are effectively asking for Govt protection to ward off Canada’s Alimentation Couche-Tard takeover approach.


Pan Pacific International Holdings (7532 JP)

Shenzhen Inovance Technology Co., (300124 CH)

Japan Morning Connection: Sony, PPIH, 7&I