Nikkei 225 Rebal Post-Mortem - Be Careful!
When the Nikkei 225 announced its Annual Review results on 4 September, Tokyo Dome Corp (9681 JP) came out and was replaced by M3 Inc (2413 JP),...
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Nikkei 225 Rebal - M3 IN, Tokyo Dome OUT
After the close today, The Nikkei Inc announced that M3 Inc (2413 JP) would join the Nikkei 225 and would replace Tokyo Dome Corp (9681 JP). This...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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GMO Payment Gateway: Overseas, ST Lending and B2B Lay the Groundwork for Growth Far Into Future
We visited GMO Payment Gateway (3769 JP) last week to discuss their overseas strategy and Money Services Business in more depth. We came away with...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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