Japan Morning Connection: Fears over Iran Continue to Diminish Despite the Spectre of US Involvement
JP game companies Nintendo and Sega Sammy continue to rise. Battery names may start to suffer. Wolfspeed deal may positively impact Renesas.
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Quiddity Leaderboard Mar25 Nikkei 225 Rebal: 2 IN, 2 OUT, $5.5bn+ Fastie to Sell, $7bn a Side
The March 2025 Nikkei 225 rebal has <8 weeks to go before it is set. ADDs and DELETEs are mostly decided. The bigger question is the capping of...
1.3k Views
Fujikura (5803 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Fujikura being added to passive portfolios at the end of Nov. Positioning in the stock is larger than in...
675 Views
Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in Predictions
The September Nikkei 225 rebalance is likely to be announced either today, tomorrow, or Thursday. I have adjusted my picks to go for 3 x 3. If I...
958 Views
Denso Corp Placement - Toyota to Raise US$4.4bn, as Expected
Following yesterday's news release by Reuters that Toyota Motor (7203 JP) could sell up to 10% of Denso Corp (6902 JP), the deal was officially...
502 Views