TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket; Focus on Surprises Next
There could be around US$450mn of flows and an average of 12 days of ADV to buy for the 13 names which I identify as "surprise" names. I expect...
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Tsuzuki Denki (8157 JP): 3 More Days to The Inclusion Event - Prepare to Sell/Short
On 17th June, Japanese network and system integrator Tsuzuki Denki (8157 JP) confirmed (J-only) they had received approval to move from the Second...
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TOPIX Inclusion Trade Summary: June 2020
About 18 months ago, Travis Lundy set up an interesting framework to look at TOPIX Inclusions over time, showing how different size categories...
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TOPIX Inclusion Pre-Events: Recent "Tachiaigai Bunbai" Round-Up
In my previous thematic Insight on TOPIX Inclusions, Historical TOPIX Inclusions: What Flavor Performs Best? I discussed how we could use Index...
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Mixi TOPIX Inclusion - Out of Left Field
Yesterday after the close, mixi Inc (2121 JP) made an announcement that the company had received approval from the Tokyo Stock Exchange to move...
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