Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Q1 FY06/25 revenue was JPY21.7bn (-62.5% YoY), operating profit JPY1.3bn (-71.5% YoY), net loss JPY578mn.</li><li>Revenue decline due to US import tariff expiration; company plans new production bases in Ethiopia and US.</li><li>FY06/25 forecast: revenue JPY80.0bn (-61.7% YoY), operating profit JPY10.0bn (-57.2% YoY), dividend undecided.</li></ul>

Q1 FY06/25 revenue was JPY21.7bn (-62.5% YoY), operating profit JPY1.3bn (-71.5% YoY), net loss JPY578mn.Revenue decline due to US import tariff expiration; company plans new production bases in Ethiopia and US.FY06/25 forecast: revenue JPY80.0bn (-61.7% YoY), operating profit JPY10.0bn (-57.2% YoY), dividend undecided.

Abalance  (3856 JP): Q1 FY06/25 flash update

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>There are 3 adds and 2 deletes for the <a href="https://www.smartkarma.com/entities/ishares-global-clean-energy-etf" target="_blank" data-smartkarma-citation="entities:32855:1" rel="noopener">iSharesGlobal Clean Energy ETF</a> while there are 2 adds and 2 deletes for the <a href="https://www.smartkarma.com/entities/ishares-global-water-ucits-etf-usd-dist" target="_blank" data-smartkarma-citation="entities:25600:1" rel="noopener">iShares Global Water UCITS ETF</a>.</li>
<li>With US$5bn benchmarked to the <a href="https://www.smartkarma.com/entities/ishares-global-clean-energy-etf" target="_blank" data-smartkarma-citation="entities:32855:1" rel="noopener">iSharesGlobal Clean Energy</a> and related ETFs, and US$3.5bn benchmarked to the <a href="https://www.smartkarma.com/entities/ishares-global-water-ucits-etf-usd-dist" target="_blank" data-smartkarma-citation="entities:25600:1" rel="noopener">iShares Global Water</a> and related ETFs, there is multiple days of ADV to trade.</li>
<li>We see a noticeable rise in cumulative excess volume over the last two trading sessions, so there will be positioning in the stocks. </li>
</ul>


There are 3 adds and 2 deletes for the iSharesGlobal Clean Energy ETF while there are 2 adds and 2 deletes for the iShares Global Water UCITS ETF.
With US$5bn benchmarked to the iSharesGlobal Clean Energy and related ETFs, and US$3.5bn benchmarked to the iShares Global Water and related ETFs, there is multiple days of ADV to trade.
We see a noticeable rise in cumulative excess volume over the last two trading sessions, so there will be positioning in the stocks. 


Clean Energy & Global Water ETFs: Changes for Asia & Impact

Japan

Abalance Corporation develops and sells software designed for ECM (Enterprise Contents Management).  The Company also provides system integration and consulting services.  Abalance sells construction machinery and solar panels as well.

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Abalance (3856 JP)

Abalance (3856 JP): Q1 FY06/25 flash update

Q1 FY06/25 revenue was JPY21.7bn (-62.5% YoY), operating profit JPY1.3bn (-71.5% YoY), net loss JPY578mn. Revenue decline due to US import tariff...

Shared Research

Clean Energy & Global Water ETFs: Changes for Asia & Impact

There are 3 adds and 2 deletes for the iSharesGlobal Clean Energy ETF while there are 2 adds and 2 deletes for the iShares Global Water UCITS ETF....

Brian Freitas

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