[Quiddity Index] Nikkei 225 Sep26 Rebal - Advantest Capped, Three In/Out Likely, New Rules for Later
In July, Nikkei introduced new selection rules and some classification changes. They don't affect much this time (I believe) but they will increase...
207 Views
Tamron (7740 JP): Thoughts on a Potential Privatisation Offer
Effissimo would support the rumoured offer price, as it represents an all-time high and is attractive relative to peers' multiples.
175 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - Difficult Deletes and Mathing the Math on Three Caps
The Nikkei 225 Sep26 Rebal has just 8 trading days left. The ADDs are pretty much cemented. The DELETEs are tough, not for the numbers but for...
253 Views
π―π΅ JAPAN β’ Results & Revisions 11/βββββββββββββββββββββββββ10 - Shiseido, FUJIFILM, Otsuka, Persol
β’ BEST & WORST β’ Tuesday's best and worst pairing is Takara Bio (4974 JP) and staffing agency Persol (2181 JP)......................
315 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - Easy ADDs, Tough DELETEs, Two(?) Caps; And Squeeziness
The Sep 2026 Nikkei 225 rebal is challenging. Two ADDs are easy. The third seems easy. The DELETEs are not, but I rarely recommend shorting them....
226 Views