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...
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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...
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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...
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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...
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Short Selling or Ex-Div Trades?
The short notional in the market for the data released 24 March is US$29.95bn (up by US$4,628mm excluding FX movements and ETFs) with the largest...
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