Mitsubishi Estate (8802) - Buyback Announced and Long-Term It's a Soft Squeeze.
Mit Estate announced in-line H1. Also a JPY 100bn buyback. The buyback was a generally known known. Less well understood is the LTMP implies a lot...
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Mitsubishi Estate Logistics (3481 JP): Offering Could Trigger Outperformance Vs Peers Like Last Time
Small-cap logistics JREIT MEL launched a US$157mn follow-on equity offerings to fund their recently-announced acquisitions. This could trigger...
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Shopping Mall Sales up 3.8% in 2021, but Few New Openings
Shopping mall development largely stalled in 2021 and, while there will be some rebound, the longer-term trend is for less development and a focus...
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Last Leg of TOPIX and JPNK400 FFW Rebal - ¥780bn One-Way Flow Wednesday
There are 2+ days until the last stage of the TSE FFW Rebalance is done. This time sees more changes because of increased share cancellation in...
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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...
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