JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
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Nisshin Steel - Post-Deal "Back End" Cheap Again
I last wrote on the Nisshin Steel (5413 JP) - Nippon Steel & SumiMetals (5401 JP) breakeven price ratio dip after the close of July 7. That...
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Nisshin Steel - Partial Tender (& Grids) II
On February 1, Nisshin Steel Co Ltd ("Nisshin") announced it had asked Nippon Steel & Sumitomo Metals ("NSSM") to supply it with billet and...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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JAPAN: How a ToSTNeT-3 Buyback Works
Buybacks (or "own share purchases") by listed companies Japan are likely to be at a record this year. In only the first 5 months of calendar 2016,...
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