NTT (9432 JP) Stub: The Catalyst Has Come, Close the Trade
In my original insight on November 4, 2018 TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts, I proposed setting up a stub trade to...
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Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
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StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
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Takara Holdings (2531 JP): Stock +27%, Close the Stub Trade
The sashimi has rolled. In my original insight on August 27, Takara Holdings (2531 JP) Stub: Sashimi Rollin', They Hatin', I recommended a long...
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2018 Annual Nikkei 225 Rebalance - Small Potatoes As Expected
Today after the close the Nikkei Inc announced the results of the Annual Review for the Nikkei 225 and the Nikkei 300. In the Nikkei 225,...
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