The End-April TOPIX Rebalance - US$2.1bn a Side
There is US$2bn a side to trade on 28 April at the close for a variety of reasons. It is a big month of events with a long list of trades which...
748 Views
Suzuki Motor Placement Updates - Relative Correction Has Been Decent so Far. But Lacks Buyback
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn via selling 5% of Suzuki Motor (7269 JP). We compare it...
536 Views
Fashion E-Commerce in Japan: Stores Are Key Too
​Japanese fashion e-commerce market sees growth, but in-store sales outpace online, challenging even top omnichannel strategies. Staff engagement...
644 Views
Nikkei 225 Bounce: Setting Up for Tactical Shorts
The Nikkei 225 staged a strong rebound Tuesday, but tariff risks persist. This insight outlines key price targets to position SHORT (or cover LONG)...
792 Views
Suzuki Motor Placement - Not the Best Time for a US$1.15bn Deal. It Will Be a Long Week.
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn (including over-allotment) via selling around 5% of...
618 Views