Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Last Week in Event SPACE - Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP) may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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National Treasure: Sri Rejeki Isman or Sritex
Expansion to new countries One of the few Indonesian corporates that have world-class reputation in its field Export-oriented company that boasts...
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