Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
428 Views
🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
455 Views
Readthrough to Japanese FA Sector from Capital's SK Hynix Block Sale
We have been highlighting what we consider to be overexuberance in the rallies within the semiconductor and factory automation sectors lately. The...
424 Views
Yaskawa: Stuttering Recovery and Weak Robotics Margin Spur Large Downgrade
Yesterday Yaskawa surprised negatively by reporting just ¥5.3bn in 2Q OP vs. consensus at ¥10.4bn and revising down its outlook by 46% to ¥25bn at...
406 Views
Japan Short Interest - Another Jump Across Sectors
The short notional in the market for the week ended 20 September is US$32.63bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
427 Views