Last Week in Event SPACE: Naspers/Tencent, Toshiba, Coca-Cola Amatil, Invesco J-REIT, Tabcorp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
396 Views
Asia Short Interest: Baidu, Kuaishou, Smoore, Yaskawa, BASE, Toshiba, Celltrion, Samsung, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
336 Views
Toshiba – Tsunakawa’s Reappointment as EO Is Probably the End for Kurumatani
Toshiba stock is 14.7% below CVC's indicative bid price suggesting limited confidence in it going through, but there is much to consider here and...
523 Views
TOPIX April-End Rebalance - The OTHER Trades
The April TOPIX Rebalance is about $1.5bn one way, with two thirds of that on Liquidity Factor changes, one-third on normal FFW changes. Toshiba,...
560 Views
TOPIX Upweights: Big April Basket 2021 Pre-Event Is a WIN! Now the Event-Leg!
The Big April FFW/LF Basket Trade was a big win, with 48 out of 50 proposed names seeing their Liquidity Factor removed. So far, outperformance has...
497 Views