JPX Margin Trading Weekly (May 15th): Kioxia, Mitsubishi Heavy Industries, Lasertec, Disco
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi Heavy Industries (7011 JP), Lasertec...
175 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Japan Strategy Weekly | Regime Change?
Japanese equities are reacting to rising domestic rates, with financials surging and AI trade becoming more valuation-sensitive, led by NVIDIA.
157 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, 1 Cap, Probably a Sector ADD
The Nikkei 225 data period is 95% complete. It looks like two auto ADDs and one auto DELETE. They could add Capcom as a sector add and the question...
418 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views