Asia Shorts: Tencent, CM Bank, Wuxi Apptec, Baidu, Anritsu, Daito, Ana, Yang Ming, Evergreen Marine
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for April-End
JPX Nikkei 400 2021 Rebal Pre-Event L/S Basket +2.9% in April (thru the 28th). The 30th is rebal day for readers. 2 potential deletes and 7...
428 Views
HCM – Hitachi’s Stake Sale Surprises
The Nikkei's report that Hitachi would sell half of its stake in HCM rather than buying the company out drove HCM shares down 16.8%. We examine the...
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JFE Holdings: Off to the Scrap Heap
Inflated profits, aged assets, negative cashflow JFE has been inflating profits by under depreciating and cashflow by underinvesting. In FY2019, it...
451 Views
Softbank Corp IPO - Trading Strategies
Bloomberg reported Softbank Corp (9434 JP)'s international bookbuild was 2 - 3x covered while retail offering was at almost 2x. There were other...
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