Long Keisei Electric Railway/Short Oriental Land
With a stub value of -¥614.5bn & a NAV discount of 61%, it seems that investors are failing to assign a fair valuation to Keisei Electric’s...
296 Views
Nikkei225 Index Rebalance Preview: Perennial Favourites Could Be In
Nintendo could be included in the NKY at the upcoming rebalance though the impact will not be very large. The new methodology could also result in...
678 Views
Oriental Land: Too Expensive to Benefit From Japan’s COVID-19 Vaccination Drive
If Japan follows a similar trend to the US reopening story, Tokyo Disney Land, Disney Sea and Disney Hotels are likely likely to exceed the pre...
164 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
210 Views
TSE Prime: Japan's Corporate Governance Code Finalized So Boxes Will Be Furiously Ticked
The TSE on Friday announced the revisions to the Governance Code. This codifies the "governance thresholds" required to join TSE Prime next year....
234 Views