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...
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Keyence – Just Built Different
Keyence beat consensus estimates by 5% at the revenue and OP levels once again separating itself from peers but despite a strong outlook next year,...
348 Views
Keyence (6861 JP) | 3 Reasons to Ignore Inflation and Rising Rates
Keyence,, the global leader in industrial automation equipment, has lost 25% YTD on rising inflation and interest rates. Keyence is a good hedge...
313 Views
TOPIX FFW Transition - Big Flows from April to June
Changes to the Topix FFW methodology will result in a turnover of 2.87% & trade of ¥2,285bn from April to June. There is a lot to trade on some...
748 Views
TOPIX-Nikkei Skew Trade – Updates Factoring in Ukraine
The Nikkei is down 9.57% vs. when we initiated our skew trade (now up 0.40%). Despite some frustrating idiosyncratic moves the trade has mostly...
265 Views