Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
356 Views
Sumco: Earnings Growth to Resume in 1QFY2020 After Dropping for Five Straight Quarters
Sumco reported its 4Q and full-year 2019 results today which saw both revenue and OP declining 8% and 41% YoY respectively. However, the reported...
367 Views
Shin-Etsu 3Q Results: Semiconductor Silicon Performs Steady Despite Decline in All Other Segments
Shin-Etsu reported its 3QFY03/2020 results on Tuesday after market which saw both company revenue and OP decline on a YoY basis. During the...
338 Views
Japan - Shorts Continue to Drop, Led by Consumer Discretionary Names
The short notional in the market for the week ending 17 January is US$24.78bn (down by US$860mm) with the largest short positions in Itochu Corp...
397 Views