TOPIX Inclusion Trade Summary: June 2021
TOPIX Pre-Event Watchlist Trades, Announced Trades, and ongoing performance. The announcements have performed well (and did well as pre-events...
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TOPIX Inclusion Trade Summary: May 2021
TOPIX Index Changes Review for May 2021. There are a couple of new names, a list of ongoing pre-event trades, a couple of post-event trades. Things...
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Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Base Inc: Could Lose Big from Growth to Value Rotation
Almost all KPIs (except active EC shops) that growth investors seek are on a QoQ declining trend. With growth to value rotation, it is possible...
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TOPIX Inclusion Trade Summary: April 2021
April TOPIX Index Events had a great month. Whether it be the single inclusion Rakus (3923), the LF reweight baskets, or the normal TOPIX month-end...
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