Change 2QFY21: PubliTech and M&A to Drive Earnings; Current Multiples Offer Good Buying Opportunity
Change reported its 2QFY09/2021 results today where the company’s revenues increased 82% YoY while operating profit more than tripled to JPY701m...
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Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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TOPIX Inclusion Trade Summary: April 2021
April TOPIX Index Events had a great month. Whether it be the single inclusion Rakus (3923), the LF reweight baskets, or the normal TOPIX month-end...
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TOPIX April-End Rebalance - The OTHER Trades
The April TOPIX Rebalance is about $1.5bn one way, with two thirds of that on Liquidity Factor changes, one-third on normal FFW changes. Toshiba,...
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TOPIX Inclusion Trade Summary: Mar 2021
The March 2021 TOPIX Index Inclusion Event and Pre-Event Summary, with links to all the greatest hits. The model performed as expected. The best...
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