JAPAN PASSIVE: Who Owns What 2022?
JAPAN PASSIVE: Who Owns What 2022 Version. This is a mark to market of the passive tracking data from domestic and international investors in...
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TOPIX Rebalance: Flows at the Close on 29 June
The third and final tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading on 29 June. One way flow...
772 Views
Tokyo Electron (8035): Semiconductor Supply Chain at Risk of a Downturn
Nanya warning of a downturn follows excess inventory report from Samsung. Even smartphone and data center demand at risk. End of the super cycle...
709 Views
Tokyo Electron (8035 JP): New Medium-Term Plan Vs. Reality
Management's new five-year plan assumes a favorable operating environment through FY Mar-27. That seems over-optimistic. In view of economic...
544 Views
TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
640 Views