TOPIX Rebalance: Flows at the Close on 29 June
The third and final tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading on 29 June. One way flow...
911 Views
A Pair Trade of Japanese General Trading Companies: Long Marubeni & Short Itochu
We discuss a pair trade among the major Japanese trading companies. We propose going long on Marubeni Corp and going short on Itochu.
834 Views
TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
812 Views
Familymart to Double Space for Hit Clothing Range
Familymart is seeing a revival in merchandising since the takeover by Itochu. The latter has experience in sourcing fashion, cosmetics, home as...
511 Views
CP Food (CPF TB): Vietnamese Ops To List On HCM Exchange
As a pure valuation play, there is probably at least 10-20% upside from here. Or potentially hedge with CPALL although it's not a super-strong...
460 Views