TOPIX Rebalance: Flows at the Close on 29 June
The third and final tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading on 29 June. One way flow...
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Tokyo Electron (8035): Semiconductor Supply Chain at Risk of a Downturn
Nanya warning of a downturn follows excess inventory report from Samsung. Even smartphone and data center demand at risk. End of the super cycle...
830 Views
Tokyo Electron (8035 JP): New Medium-Term Plan Vs. Reality
Management's new five-year plan assumes a favorable operating environment through FY Mar-27. That seems over-optimistic. In view of economic...
710 Views
TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
895 Views
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
952 Views