Nikkei 225 Sep 2022 Review Update
The Sep 2022 Nikkei 225 review should be announced later this week. It will result in 9-14 days of ADV to buy of large caps, to be done in 13-15...
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Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy Involved
The Nikkei 225 Consultation Results were published last Wednesday. The data cutoff was last Friday. It's all pretty well-signalled but there are...
661 Views
Japan Airport (9706): Not the Best Proxy for Japan Reopening.
Japan Airport will benefit less from Japan's reopening compared to Keisei Electric which benefits from the higher number of tourists to Japan.
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Keisei-Shin Keisei: Merger Seems like a Done Deal
Japan-Based Railway Company Keisei Electric Railway and its 44.64%-owned equity method affiliate Shin Keisei Electric Railway have signed a Share...
598 Views
Suzuki’s NAV Discount And Implied Stub Plumb New Lows. Again
I'd be setting up the stub here - long Suzuki, short Maruti - once the momentum begins to turn. Maruti is supporting outdated tech, which will be...
468 Views