Yamaha Motor – What a Turnaround
Yamaha Motor's earnings trend received a significant boost in 3Q and the company boosted guidance by 3.5 times. This is likely to surprise the...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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Yamaha Motor Robotics TOB/Buyout
The history here is tough to sort out.A year ago, Yamaha Motor Robotics Holdings (6274 JP) was named Shinkawa, and it agreed on 12 Feb 2019 to...
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