Nikkei225 Dividend Futures: The Easy Gains Have Been Made
Since our last Insight, the Nikkei225 2020 dividend futures crashed along with the Nikkei 225 (NKY INDEX) but then recovered sharply as...
363 Views
Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
358 Views
Renesas Vs. TEL – Watch for a Snapback in This Extremely Stretched Ratio
Continuing on from our earlier series discussing skews that emerged from divergent performance between TOPIX and Nikkei, we examine the merits of...
386 Views
Screen Holdings (7735 JP): Additional Downside Risk as the Economy Weakens
Japanese makers of semiconductor equipment have recently told us that (1) their customers continue to order new equipment and have not yet reduced...
271 Views
Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
361 Views