Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk Skews Upwards
KEPCO has fallen 23% then rebounded 2% since announcing its equity offering which dilutes 20%. The discount is worthwhile catching. The combo of...
535 Views
Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners
Surge in oil may squeeze refiners with short interests. Negative for Japanese utilities yet to restart reactors. Potential upside for Seven Bank as...
320 Views
2022 JPX Nikkei 400 Rebal Update - Going the Right Way
JPX Nikkei 400 rebalance is going the right way in the 6 trading days so far, and it wasn't done on Day1 (which was lacklustre). It may be under...
389 Views
Japan Weekly: Nikkei Hits a Two Month High
Japanese stocks rose to a two year high on the back of stronger economic data and weakness in the JPY. We highlight nuclear restarts and share...
331 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
217 Views