A Modest Proposal to the Nikkei Index Committee for Nikkei 225 Methodology Change
The recent proposed changes to the Nikkei 225 allow for a period of consultation, including market participant input. I offer a proposal.
435 Views
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
596 Views
Renesas (6723 JP) - On Top of Peer-Beating Growth, and Valuation... Watch for Buybacks
Renesas (6723) saw INCJ sell down last year. Absorption has been OK not great. The company has hinted at being able to start buybacks, and recent...
700 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
513 Views
Renesas Clean-Up Block Trade - Overhang Out of The Way And Time To Own Again
INCJ has sold the last of their Renesas. 30mos ago they had 32%. Now they have none. The market has absorbed 60% of the selldown. I expect Renesas...
685 Views