[Quiddity Index] August Global Index Japan ADDs - Differing Peer Dynamics - Ryohin Keikaku (7453 JP)
The global index rebalances are liquidity events. The rebalance this time has been tough on traders so far, but Ryohin Keikaku ran pre...
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Kokusai Electric Placement - Well Flagged but past Deal Didn’t Do Well
KKR is looking to raise approximately US$620m through an accelerated secondary offering for around 13% of Kokusai Electric (6525 JP)'s (KE) stock.
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Aditya Birla Lifestyle Brands (ABLBL IN) | A Sportswear Wildcard
​The ABLBL demerger creates a focused entity with market-leading premium brands. Future growth potential lies in American Eagle and Reebok's...
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Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today
​Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.
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Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR
Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...
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