CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
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Primer: Daiwa Securities Group (8601 JP) - Apr 2026
Leading Position in a Shifting Landscape: As Japan's second-largest securities firm, Daiwa is well-positioned to capitalize on the nation's...
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Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.
PDG acquired 210MW of data center capacity in India, while Lendlease REIT's mall funding fell short, Kerry Properties saw profits rise, and Hulic...
243 Views
NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION
We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...
181 Views
MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit
We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...
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