TOPIX April-End Rebalance - The OTHER Trades
The April TOPIX Rebalance is about $1.5bn one way, with two thirds of that on Liquidity Factor changes, one-third on normal FFW changes. Toshiba,...
823 Views
Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
624 Views
Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
594 Views
Base Inc: Taking a Wrong Turn
We loved Base at the time of the IPO. However, we are considering changing that opinion, as losses are starting to head the wrong way while Base...
442 Views
MYEG: Vaccine and Concession - Worries Unfounded
Many investors worried about a few things on My E.G. including ties with the previous government that will cause loss of concession (corporate...
431 Views