January TOPIX FFW Review - Some Big Sells
The TOPIX January 2023 FFW trade was announced today. 57 down-weights, 11 FFW up-weights. The Phased Weight Reduction has its second leg. Total to...
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DeNA (2432) Buyback - Accretive on a Low Leverage Business Which Will Grow In Time
DeNA (2432) is a nice pot of assets with a small business attached. It should be better. It appears to be on its way to getting better. It is very...
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TOPIX January 2022 FFW Rebalance - Much Nothing To Do
The TSE FFW review for Jan 2022 sees 60 names with changes. Gree's share cancellation would have been big but the TSE offset it with a FFW change....
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Greeeee... Wheeeee.....!
Gree is not a great gaming stock, and not a great online media stock. But it IS cheap. It has a huge amount of cash, and an interesting VC...
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šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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