Asia Pac ECM and Index Rebal, DZT 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 Apr 10th. The aggregated net margin trading position is USD21,502m.</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 Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura, Nintendo, Tokyo Electron, JX Advanced Metals, Mitsubishi Heavy Industries, SoftBank.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Apr 10th. The aggregated net margin trading position is USD21,502m.
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 Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura, Nintendo, Tokyo Electron, JX Advanced Metals, Mitsubishi Heavy Industries, SoftBank.


JPX Margin Trading Weekly (Apr 10th): Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Allied Telesis Holdings KK / Event-Driven

<ul>
<li>Allied Telesis is a Japan-listed business with a long US history making networking equipment and solutions for corporate customers. </li>
<li>The company received a legal settlement today which is worth a fair bit to them.</li>
<li>The company had already had the best 12 months earnings history in years, while the stock is trading at long-time lows. This could get exciting.</li>
</ul>


Allied Telesis is a Japan-listed business with a long US history making networking equipment and solutions for corporate customers. 
The company received a legal settlement today which is worth a fair bit to them.
The company had already had the best 12 months earnings history in years, while the stock is trading at long-time lows. This could get exciting.


Allied Telesis (6835) - Small Cap Windfall

Japan

ALLIED TELESIS HOLDINGS K.K. is a holding company which manages operations for its subsidiaries.  The Company develops, manufactures, and sells Local Area Network related products. The group's products include LAN, system products such  as hubs, desktop switches, backbone switches, and router network management software. Allied Telesis Holdings markets its products worldwide.

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Allied Telesis Holdings KK (6835 JP)

JPX Margin Trading Weekly (Apr 10th): Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura

We analyzed JPX margin trading positions report for the past week and highlighted Advantest (6857 JP), Kioxia (285A JP), Lasertec (6920 JP), Fast...

Ke Yan, CFA, FRM

Allied Telesis (6835) - Small Cap Windfall

Smallcap Allied Telesis has minimal foreign institutional ownership. It has received an influx of cash and will report what should be good earnings...

Travis Lundy

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52-week Range

Market Cap (USDm)

P/E

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