TOPIX October 2022 Rebal - BIG Names with BIG Flows
The annual TOPIX FFW rebalance is larger this year than normal, with the twist that 493 names will now start to be phased out completely.
Last Leg of TOPIX and JPNK400 FFW Rebal - ¥780bn One-Way Flow Wednesday
There are 2+ days until the last stage of the TSE FFW Rebalance is done. This time sees more changes because of increased share cancellation in...
Buffett’s Stakes in Japanese Trading Firms & A Review of Korean Trading Firms Amid War in Ukraine
We would focus on GS Corp, Hanwha Corporation, Posco International Corporation, and LX International as Korean trading companies that could...
Short-Term Itochu Buyback - A Cushion, But Style Bias Matters More
Itochu has announced a buyback to execute in the next 10 weeks. It is a decent part of ADV but not overwhelming. It should support the stock vs...
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