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...
320 Views
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...
615 Views
Asia Short Interest: Baidu, Kuaishou, Smoore, Yaskawa, BASE, Toshiba, Celltrion, Samsung, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
472 Views
Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
572 Views
TOPIX Inclusion Trade Summary: Mar 2021
The March 2021 TOPIX Index Inclusion Event and Pre-Event Summary, with links to all the greatest hits. The model performed as expected. The best...
466 Views