StubWorld - Set-Up & Unwind Extremes: Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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Isetan-Mitsukoshi: Restructuring Moves
Storied Japanese department store chain Isetan Mitsukoshi Holdings (3099 JP) is the largest market cap department store chain remaining listed in...
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Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
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