Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>In mid-December, digital UX creation agency (90% of revenues) and "talent agency" (10%) announced it would move from TSE Growth to TSE Prime mid-December 2022.</li>
<li>This was in Janaghan's "Not Ready" list in <a href="https://www.smartkarma.com/insights/topix-inclusions-who-is-ready-dec-2022" target="_blank" data-smartkarma-citation="insights:85784" rel="noopener">TOPIX Inclusions: Who Is Ready (Dec 2022)</a> because it did not meet two of the requirements. But it turns out it did.</li>
<li>This is therefore a TOPIX inclusion event at end-January 2023.</li>
</ul>


In mid-December, digital UX creation agency (90% of revenues) and "talent agency" (10%) announced it would move from TSE Growth to TSE Prime mid-December 2022.
This was in Janaghan's "Not Ready" list in TOPIX Inclusions: Who Is Ready (Dec 2022) because it did not meet two of the requirements. But it turns out it did.
This is therefore a TOPIX inclusion event at end-January 2023.


Sun* (Sun Asterisk - 4053 JP) TOPIX Inclusion Event

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

<ul>
<li>Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>This insight is a follow-up to <a href="https://www.smartkarma.com/insights/topix-inclusions-who-is-ready-dec-2022" target="_blank" data-smartkarma-citation="insights:85784" rel="noopener">TOPIX Inclusions: Who Is Ready (Dec 2022)</a>. </li>
<li>Our latest top pick for TOPIX Inclusion pre-events is <a href="https://www.smartkarma.com/entities/artspark-holdings-inc" target="_blank" data-smartkarma-citation="entities:20774:1" rel="noopener">Artspark Holdings (3663 JP)</a>. </li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
This insight is a follow-up to TOPIX Inclusions: Who Is Ready (Dec 2022). 
Our latest top pick for TOPIX Inclusion pre-events is Artspark Holdings (3663 JP). 


TOPIX Inclusions: Who Is Ready (Jan 2023)

<ul>
<li>Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>This insight is a follow-up to <a href="https://www.smartkarma.com/insights/topix-inclusions-who-is-ready-oct-2022" target="_blank" data-smartkarma-citation="insights:81556" rel="noopener">TOPIX Inclusions: Who Is Ready (Oct 2022)</a> </li>
<li>At present, there are 60 names that satisfy all of these conditions and there are more names that are close to being in that group.</li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
This insight is a follow-up to TOPIX Inclusions: Who Is Ready (Oct 2022) 
At present, there are 60 names that satisfy all of these conditions and there are more names that are close to being in that group.


TOPIX Inclusions: Who Is Ready (Dec 2022)

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>
Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO KEEP ABREAST. 
</li>
<li>
OVERSEAS: To Dog Powell confirms 50bps at the next Fed meeting;  Equities rip as it as a "no stock left behind day"; China COVID sentiment continues to improve.  </li>
<li>
JAPAN: NKY to add 1-2% today; Yen at 130/USD; Eisai says the 2 deaths not due to their drug-positive; Shippers continue to diversify-MOL goes into Real Estate. 
</li>
</ul>



Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO KEEP ABREAST.  


OVERSEAS: To Dog Powell confirms 50bps at the next Fed meeting;  Equities rip as it as a "no stock left behind day"; China COVID sentiment continues to improve.  

JAPAN: NKY to add 1-2% today; Yen at 130/USD; Eisai says the 2 deaths not due to their drug-positive; Shippers continue to diversify-MOL goes into Real Estate.  



Good Morning Japan | Powell: "Pace of Hikes to Moderate in Dec; Landing Plausible"; Equities Rip

Equity Bottom-Up

<ul>
<li>Appier has been by far the best performing small-cap growth stock in Japan this year</li>
<li>The company is gaining market share overseas, massively augmenting the Total Addressable Market</li>
<li>It's high growth, rising margins, and growing TAM makes this a top stock for SaaS investors</li>
</ul>


Appier has been by far the best performing small-cap growth stock in Japan this year
The company is gaining market share overseas, massively augmenting the Total Addressable Market
It's high growth, rising margins, and growing TAM makes this a top stock for SaaS investors


Appier (4180) | Why Has the Stock Outperformed?

Japan

Appier Group, Inc. provides artificial intelligence software as a service (AISaaS) services based on data-driven decisions. The Company offers data analysis for potential users predicting and acquiring, relationships building and maintaining, purchasing and action motivation, audience intelligence, and more. Appier Group serves clients across Asian.

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Appier Group (4180 JP)

Sun* (Sun Asterisk - 4053 JP) TOPIX Inclusion Event

Sun Asterisk (a.k.a. Sun*) is a "Digital Creative" agency which consults and builds IT products for customers. It will enter TOPIX at end-January....

Travis Lundy

TOPIX Inclusions: Who Is Ready (Jan 2023)

Out of the 1,600+ TSE-listed names that are not part of the Prime market, around 100+ can satisfy most of the key conditions for a prime market...

Janaghan Jeyakumar, CFA

TOPIX Inclusions: Who Is Ready (Dec 2022)

There are currently four names identified with high likelihood of TOPIX Inclusion within the next few months: Medley, Appier, Chubu Steel, and...

Janaghan Jeyakumar, CFA

Good Morning Japan | Powell: "Pace of Hikes to Moderate in Dec; Landing Plausible"; Equities Rip

Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO...

Mark Chadwick

Appier (4180) | Why Has the Stock Outperformed?

Appier’s digital platform for customer acquisition and engagement relies on AI and first party data to deliver positive ROI for customers, and it's...

Mark Chadwick

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