Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Mar 19th. The aggregated net margin trading position is USD23,664m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec, SoftBank, Sumitomo Electric Industries, Nippon Steel, West Japan Railway Company, Japan Electronic Materials.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Mar 19th. The aggregated net margin trading position is USD23,664m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec, SoftBank, Sumitomo Electric Industries, Nippon Steel, West Japan Railway Company, Japan Electronic Materials.


JPX Margin Trading Weekly (Mar 19th): Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Mar 13th. The aggregated net margin trading position is USD23,263m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank, Ibiden, Advantest, Nippon Telegraph and Telephone, Mizuho Financial.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Mar 13th. The aggregated net margin trading position is USD23,263m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank, Ibiden, Advantest, Nippon Telegraph and Telephone, Mizuho Financial.


JPX Margin Trading Weekly (Mar 13th): Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank

<ul>
<li>We analysed the earning revision of component stocks of TOPIX CORE 30 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Sony, Hoya, Toyota Motor, SoftBank, Honda Motor, Tokyo Electron, Tokio Marine, Sumitomo Mitsui Financial.</li>
</ul>


We analysed the earning revision of component stocks of TOPIX CORE 30 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Sony, Hoya, Toyota Motor, SoftBank, Honda Motor, Tokyo Electron, Tokio Marine, Sumitomo Mitsui Financial.


TOPIX CORE 30 Index Earning Revision (Feb): Sony, Hoya, Toyota Motor, SoftBank, Honda Motor

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Feb 20th. The aggregated net margin trading position is USD24,230m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Kioxia, Hitachi, Mitsubishi UFJ Financial, Advantest, Mizuho Financial, Mitsubishi Heavy Industries, Fujikura, Keyence, Fast Retailing, Kandenko.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Feb 20th. The aggregated net margin trading position is USD24,230m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Kioxia, Hitachi, Mitsubishi UFJ Financial, Advantest, Mizuho Financial, Mitsubishi Heavy Industries, Fujikura, Keyence, Fast Retailing, Kandenko.


JPX Margin Trading Weekly (Feb 20th): Kioxia, Hitachi, Mitsubishi UFJ Financial, Advantest

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Dec 19th. The aggregated net margin trading position is USD19,663m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Furukawa Battery, Kioxia, Skylark, Mitsubishi UFJ Financial, Advantest, Disco, McDonald's, Mizuho Financial, Mitsubishi Heavy Industries, Lasertec, Furukawa Battery, Kioxia, Skylark.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Dec 19th. The aggregated net margin trading position is USD19,663m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Furukawa Battery, Kioxia, Skylark, Mitsubishi UFJ Financial, Advantest, Disco, McDonald's, Mizuho Financial, Mitsubishi Heavy Industries, Lasertec, Furukawa Battery, Kioxia, Skylark.


JPX Margin Trading Weekly (Dec 19th): Furukawa Battery, Kioxia, Skylark, Mitsubishi UFJ Financial

Japan

Nippon Telegraph and Telephone Corporation provides a variety of telecommunication services, including telephone, telegraph, leased circuits, data communication, terminal equipment sales, and related services. The Company provides both local and long distance telephone services within Japan.

NTT (Nippon Telegraph & Telephone) (9432 JP)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

NTT (Nippon Telegraph & Telephone) (9432 JP)

JPX Margin Trading Weekly (Mar 19th): Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec

We analyzed JPX margin trading positions report for the past week and highlighted Nintendo (7974 JP), Lasertec (6920 JP), Fujikura (5803 JP), JX...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Mar 13th): Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank

We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Nintendo (7974 JP), Lasertec (6920 JP), Disco...

Ke Yan, CFA, FRM

TOPIX CORE 30 Index Earning Revision (Feb): Sony, Hoya, Toyota Motor, SoftBank, Honda Motor

We analyzed TOPIX CORE 30's consensus for Feb 2026 and highlighted changes of EPS in Sony, Hoya, Toyota Motor, SoftBank, Honda Motor, Tokyo...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Feb 20th): Kioxia, Hitachi, Mitsubishi UFJ Financial, Advantest

We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Hitachi (6501 JP), Mitsubishi UFJ Financial...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Dec 19th): Furukawa Battery, Kioxia, Skylark, Mitsubishi UFJ Financial

We analyzed JPX margin trading positions report for the past week and highlighted Furukawa Battery (6937 JP), Kioxia (285A JP), Skylark (3197 JP),...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)