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...
619 Views
Daikin – Steady Volume Growth And Price Hikes But Expensive
Operating conditions for Daikin look reasonable enough with strong top line growth and potential for margin overshoots on a weak yen and price...
241 Views
Daikin (6367 JP) | Blowing Cold Air on the Guidance
We do not believe that Daikin's guidance is conservative. We see top line troubles in the US and China, not to mention the negative impact of...
367 Views
JAPAN ACTIVISM: Silchester Goes After Shiga Bank
Silchester Int'l Investors has written letters to four regional banks where it holds large stakes. The goal appears to be to urge public debate of...
788 Views
TOPIX FFW Transition - Big Flows from April to June
Changes to the Topix FFW methodology will result in a turnover of 2.87% & trade of ¥2,285bn from April to June. There is a lot to trade on some...
760 Views