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Tokyo Metro

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2025

1.1k Views27 Jan 2025 18:37
There are 16 names in the high-conviction basket. We see US$378mn of index buying collectively for all the names in this basket. Tokyo Metro (9023 JP) is the most significant name
What is covered in the Full Insight:
  • Introduction to TOPIX Index Upweights
  • FFW Calculation and Liquidity Factor
  • Indicative Timeline and Methodology
  • Analysis of Potential LF Removal Candidates
  • Conclusions and Trade Recommendations
Boomeranged on Fri, 14 Feb 2025 15:15
The base date for the April 2025 Liquidity Factor Removal calculations is 28th February 2025. Until then, share price movements could cause names to move between conviction levels. It is a good time to revisit this insight.
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