Daily BriefsIndustrials

Daily Brief Industrials: Taiwan Glass Industry, Mitsubishi Heavy Industries and more

In today’s briefing:

  • FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: Good Start, Some Surprises, More to Come!
  • MHI (7011) | The Time to Act on Energy Transition

FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: Good Start, Some Surprises, More to Come!

By Janaghan Jeyakumar, CFA

  • In October 2022, FTSE Russell confirmed that the number of constituents in the FTSE TWSE Taiwan Dividend+ Index will be increased from 30 to 50 during the December 2022 Rebalance.
  • The estimated one-way flow was ~US$2bn and I discussed my flow expectations for this event in FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: New Methodology! Massive Flow Implications! 
  • With less than three weeks remaining to the base date, below is an updated look at my latest flow expectations for this event.

MHI (7011) | The Time to Act on Energy Transition

By Mark Chadwick

  • It is just 3 days 7 hours 52 minutes before the private jets start touching down at Sharm El-Sheikh International Airport for COP27
  • Expect a lot of jawboning on energy transition and decarbonization – music to the ears of MHI shareholders
  • MHI excels at Energy Transition as carbon intensive industries such as power generation and steelmaking shift to decarbonize

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