Mitsui Kinzoku (5706 JP): Momentum Up, Valuation Gap Widens Ahead of Global Index Inclusion
Mitsui Kinzoku could be added to a global index in May. Positioning in high and valuations are much higher than most peers. Momentum could lead to...
364 Views
Merger Arb Mondays (13 Apr) - ENN, Skyworth, Makino, Sankei, Olympic, The Global, NSR, Insignia
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
397 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, M-A-Y-B-E 1 Extra, 2 Caps
The Nikkei 225 Sep 2026 rebal continues to evolve. The two auto ADDs remain the same. The auto DELETE continues to climb the rankings. Now there is...
529 Views
JPX Margin Trading Weekly (Apr 3rd): Kioxia, Advantest, Furukawa Electric
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), Furukawa Electric (5801...
257 Views
Merger Arb Mondays (06 Apr) - Skyworth, ENN, Qoria, Bluescope, Emmerson, Taiyo, MCJ, Sankei, Egrand
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
352 Views