Japanese Companies Tied to Korea with High Correlations to KOSPI....
We had some inquiries around which Japanese companies had Sales in Korea and which names were correlated the most to KOSPI. In the charts below, we...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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ECM Weekly (10 November 2025) - Seres, Pony, WeRide, Joyson, DIY, Maynilad, Northsand, Softcare
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Japan: Potential Passive Selling in February
These 9 stocks continue to remain potential deletes in February along with 2 more now. There has been an increase in shorts as the stocks have, on...
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[JAPAN ACTIVISM] Keisei Elec (9009) AGM Result Not Salutary, Tough To Win On This Stance
Keisei has underperformed OLC by 12% since the day AFTER I wrote this piece. It has underperformed by 30+% since Feb highs. Keisei is down 35%...
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