Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals Tougher, and Fastie+TEL Are the FUN
Predictions for the Sep 2024 Nikkei 225 index rebal. I expect Ryohin Keikaku. Next would be Nomura Research. But the big trades are Fast Retailing...
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HK CEO & Director Dealings (23 Feb 2024): Fast Retailing, Far East Consortium, Pharmaron Beijing
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. Stocks mentioned in this regular insight are Fast...
553 Views
Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding & Fast Retailing
The stocks have moved a fair bit in the last couple of weeks. The expected deletes are getting sold while the potential adds have moved higher. The...
1k Views
MSCI ACWI, EURO STOXX 50, TOPIX Remain Bullish; Buys in Cons Disc, Industrials, Services, Technology
MSCI ACWI, EURO $STOXX 50, $TOPIX Remain Bullish. $ACWI holding above short-term support at $102 (last week's breakout level), though we remain...
359 Views
Seven & I Holdings (3382 JP): Evaluating the Potential MBO
The NHK article increases the credibility of the MBO. The completion time pressures Couche-Tard to respond by either overbidding, working on a...
350 Views