Fast Retailing (9983 JP): More Capping-Led Selling in September (And Maybe More in March)
Fast Retailing will be capped in September unless the stock underperforms the index over the next 3 months. There could be more capping next March....
757 Views
Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable Unless Kokusai Elec (6525) Offering/Split
The Nikkei 225 Rebal for Sep 2025 is less interesting than it could be because it appears the Nikkei index team isn't following their own rules....
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Nikkei 225 Outlook After the Mar25 Rebalance
The March 25 Index rebalance is approaching, the index appears oversold according to our models, this insight is quite timely in predicting a...
858 Views
Last Week in Event SPACE: Cheung Kong, Macromill, China National Building Material, Canvest
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
517 Views
Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending
​Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...
256 Views