JAPAN FLOW: Foreign Investor Flows Still Matter (Redux, Reduxed) - Playing Catchup
The Japanese market has unusual flow cyclicality. Foreigners take price. They have been net sellers. They buy when USD-denom TOPIX outperforms....
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Singpost (SPOST): Riding the E-Commerce Awakening in ASEAN
SPOST trades at the lowest EV/EBITDA multiples to its peers and below book value. Q4 has traditionally a strong season and now that it has become...
458 Views
NTT Docomo: The Three Arbs and the Great Re-Allocation Trade
Really big deals create really big arb opportunities. The details are worth looking at. They also create really big "exhaust". Here that means...
789 Views
🇯🇵 JAPAN • September Relative Price Scores - Profiting from Outlier Mean Reversion
• RELATIVE PRICE SCORE • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
396 Views
Softbank Corp (9434) BIGGER Block Offering
On 21 May, Softbank Group (9984 JP) announced a sale of approximately 240 million shares of Softbank Corp (9434 JP) - roughly 5.0% of shares...
427 Views