Japan Morning Connection: Improved Sentiment in China Puts the Focus on Squeeze Targets
​Investors should keep an eye on potential squeeze targets with large short interests, including Shiseido, Daikin, TOTO, Yamaha Corp, and Nabtesco.
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
1.2k Views
MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
860 Views
EQD | Are Box Spreads Viable in Japan?
Box spreads may be an effective strategy for Japanese investors to lock in margin rates lower than their prime brokerage with minimal risk and...
817 Views
Nikkei 225 Vs TOPIX Dynamics
Last week, Japan's indices hit new 33yr highs. "Japan is back" seems to be a new narrative, and that is creating new inflows. Some of that has...
843 Views