Nikkei 225 Sep Annual Review Predictions - 3 In, 3 Out
The September Nikkei 225 Rebal announcement is ~ 6 weeks away. Assuming the current plans go through, I see three adds, three deletes. The adds are...
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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...
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TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
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TOPIX May Rebalance - The BIG Flows at the Close MONDAY
The TOPIX Rebalance at end-May is upon us. ¥700+bn of buys and ¥700bn of sell flows at the close today (Friday). The big buys are NTT, Sony,...
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Hoya – Getting Towards Genuinely Bullish Levels of Cheapness
We continue to have confidence in Hoya's revenue momentum and compressing valuations are starting to turn us genuinely bullish.
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