Index Rebalance & ETF Flow Recap: JPXNK400, Kenedix, Positioning - India, Japan, Korea
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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Japan - Increase in Shorts on Some Interesting Stocks
There are a bunch of stocks in Japan that have underperformed the NKY over the last few months and that could lead to a liquidity event due to the...
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Decline in Lumber Prices Suggests Looming Difficulties in Housing but a Positive in Pulp & Paper
A sharp decline in lumber prices this year suggests potential difficulties in the global housing market but it should also be a positive factor in...
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Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons
Spotting the innovation leaders in the hygiene aisle of the supermarkets. A look at the diaper, sanitary pads, and tampon makers.
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SCG Packaging IPO - Unexciting
SCG Packaging (SCGP TB) aims to raise around US$1.2bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB) group, which aims to hold at...
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