Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
315 Views
JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for April-End
JPX Nikkei 400 2021 Rebal Pre-Event L/S Basket +2.9% in April (thru the 28th). The 30th is rebal day for readers. 2 potential deletes and 7...
281 Views
JPX-Nikkei 400 Rebalance: Pre-Event Basket Adjustments for March-End
JPX Nikkei 400 Pre-Event Basket Bets - Every month-end we publish updated estimates for the August 2021 JPX Nikkei 400 Rebalance based on updated...
356 Views
Last Week in Event SPACE - CJ Cheiljedang, Japan Display, Westfield, Nissan
Last week, CJ Cheiljedang Corp (097950 KS) unloads its healthcare ops to Korea Kolmar Co Ltd (161890 KS) et al in Korea's largest M&A YTD; the...
293 Views
Renova (9519 JP) - TOPIX Inclusion Is Well-Flagged. Stock Is Expensive. But May Be Squeezy
On Friday, MOTHERS-listed Japanese renewable energy (solar and biomass currently, with plans for wind (offshore and onshore), and geothermal)...
213 Views