The Delayed TOPIX FFW Rebalance: $32bn To Trade
The Big Annual TOPIX FFW Rebalance of October 2020 was delayed until January. The results were not terribly surprising. Nevertheless, it is a big...
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Last Week in Event SPACE: OFAC's Humdinger, China Mobile, NTT, Car Inc, Pressance, Tianneng Power
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Japan Post Insurance Update - Three Reasons To Buy. Any Overhang Slightly Higher
Japan Post Insurance still has Three Reasons To Buy. One of them will "realize" today after the close. I would want to be long at today's price....
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Huge Japan Post Insurance Buyback Mooted - Decks Cleared. Time To Buy
The possibility of a big buyback by Japan Post Insurance to get Japan Post Hldgs sub-50% is a Really Good Thing. It means EPS growth, top line...
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JPX Goes In to Nikkei 225 - Time To Sell
When it was reported in the press and subsequently announced by Sony on the 19th of May part way through the day that Sony was going to launch a...
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