Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT; Lots of Movement but the Same Names
The Nikkei 225 is still likely 2 IN 2 OUT for Mar-25. Doing more would require a very large stock split for Shift (3697) or a stretch to push...
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Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Quiddity March 2025 Nikkei 225 Rebal Leaderboard. I see 2 in, 2 out. $3bn a side except if Fast Retailing outperforms N225 by 3%, in which case...
873 Views
Mar25 Nikkei 225 Rebal Predictions: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Sep24 Nikkei 225 Review suggests Nikkei Index Committee "discretion" hinting at the scale of the next rebalance. The most interesting bit may...
730 Views
Denso Corp Placement - Quick Update - In Better Shape Now, Size Concern Remains
On 28th Nov 2023, Toyota Motor (7203 JP) announced that it would sell around US$4bn of Denso Corp (6902 JP). While the shares didn't correct...
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Denso Corp Placement - Not Quite Shaping up for a Win Yet
On 28th Nov 2023, Toyota (7203 JP) announced that it would sell around 9.4% of Denso (6902 JP) in order to reduce its cross-shareholding. In this...
701 Views