TOPIX CORE 30 Index Earning Revision (Nov): Sumitomo Mitsui Financial, Honda Motor, SoftBank
We analyzed TOPIX CORE 30's consensus for Nov 2025 and highlighted changes of EPS in Sumitomo Mitsui Financial (8316 JP), Honda Motor (7267 JP),...
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Japan: Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
178 Views
Kioxia Placement - US$2bn Deal, Relatively Small, Index Upweight but the Shares Have Runup
Bain aims to raise around US$2bn via selling around 6% of its stake in Kioxia Holdings (285A JP). The IPO linked lockup on its shareholding had...
413 Views
Toyoda Gosei Placement - Somewhat Expected but Relatively Large with Delayed Buyback
Toyota Motor (7203 JP) and Sumitomo Mitsui Financial Group (8316 JP) plan to raise around US$700m via selling down some of their stake in Toyoda...
332 Views
JPX Margin Trading Weekly (Nov 14th): SoftBank, Mitsubishi Heavy Industries, Sanrio
We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi Heavy Industries (7011 JP), Sanrio...
239 Views