Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jan 9th. The aggregated net margin trading position is USD20,644m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's, Ise Chemicals, Mitsubishi UFJ Financial, Disco, Itochu, Mitsubishi Heavy Industries, Shibaura Electronics, Softbank, Skylark, Kioxia, Mcdonald'S.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jan 9th. The aggregated net margin trading position is USD20,644m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's, Ise Chemicals, Mitsubishi UFJ Financial, Disco, Itochu, Mitsubishi Heavy Industries, Shibaura Electronics, Softbank, Skylark, Kioxia, Mcdonald'S.


JPX Margin Trading Weekly (Jan 9th): Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Dec 12th. The aggregated net margin trading position is USD19,648m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Ci Medical, Toyoda Gosei, SoftBank, Toyota Motor, Lasertec, Skylark, Nintendo, Kawasaki Heavy Industries, Mitsubishi UFJ Financial, Tokyo Electron, Ci Medical, Toyoda Gosei.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Dec 12th. The aggregated net margin trading position is USD19,648m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Ci Medical, Toyoda Gosei, SoftBank, Toyota Motor, Lasertec, Skylark, Nintendo, Kawasaki Heavy Industries, Mitsubishi UFJ Financial, Tokyo Electron, Ci Medical, Toyoda Gosei.


JPX Margin Trading Weekly (Dec 12th): Ci Medical, Toyoda Gosei, SoftBank, Toyota Motor, Lasertec

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Dec 5th. The aggregated net margin trading position is USD19,761m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Carta, Toyoda Gosei, Lasertec, Advantest, SoftBank, Mitsui E&amp;S, Mitsubishi UFJ Financial, Disco, Daihen, Nintendo, Carta, Toyoda Gosei, Lasertec, Advantest, Softbank.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Dec 5th. The aggregated net margin trading position is USD19,761m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Carta, Toyoda Gosei, Lasertec, Advantest, SoftBank, Mitsui E&amp;S, Mitsubishi UFJ Financial, Disco, Daihen, Nintendo, Carta, Toyoda Gosei, Lasertec, Advantest, Softbank.


JPX Margin Trading Weekly (Dec 5th): Carta, Toyoda Gosei, Lasertec, Advantest, SoftBank, Mitsui E&S

Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>1H FY12/25 revenue increased YoY, but operating profit and net income attributable to owners decreased YoY.</li><li>Revised FY12/25 forecast projects revenue of JPY162.0bn, operating profit of JPY3.5bn, and net income of JPY2.5bn.</li><li>FY12/25 annual dividend planned at JPY101.0 per share, with a DOE target of 3.5%.</li></ul>

1H FY12/25 revenue increased YoY, but operating profit and net income attributable to owners decreased YoY.Revised FY12/25 forecast projects revenue of JPY162.0bn, operating profit of JPY3.5bn, and net income of JPY2.5bn.FY12/25 annual dividend planned at JPY101.0 per share, with a DOE target of 3.5%.

MARUKA FURUSATO  (7128 JP): 1H FY12/25 flash update

<ul><li>Revenue increased by 2.2% YoY to JPY141.2bn, while operating profit decreased by 7.2% YoY to JPY882mn. </li><li>Machinery & Tools segment saw 4.2% YoY revenue growth, with overseas revenue rising 17.6% YoY, despite domestic declines. </li><li>Steel construction materials revenue declined double-digit YoY, while housing equipment sector revenue grew double-digit YoY.</li></ul>

Revenue increased by 2.2% YoY to JPY141.2bn, while operating profit decreased by 7.2% YoY to JPY882mn. Machinery & Tools segment saw 4.2% YoY revenue growth, with overseas revenue rising 17.6% YoY, despite domestic declines. Steel construction materials revenue declined double-digit YoY, while housing equipment sector revenue grew double-digit YoY.

MARUKA FURUSATO  (7128 JP): Q1 FY12/25 flash update

Japan

MARUKA FURUSATO Corporation wholesales and distributes construction machinery equipment. The Company provides construction machinery equipment, construction materials, and more. MARUKA FURUSATO provides its services across worldwide.

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MARUKA FURUSATO (7128 JP)

JPX Margin Trading Weekly (Jan 9th): Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's

We analyzed JPX margin trading positions report for the past week and highlighted Shibaura Electronics (6957 JP), SoftBank (9984 JP), Skylark (3197...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Dec 12th): Ci Medical, Toyoda Gosei, SoftBank, Toyota Motor, Lasertec

We analyzed JPX margin trading positions report for the past week and highlighted Ci Medical (3540 JP), Toyoda Gosei (7282 JP), SoftBank (9984 JP),...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Dec 5th): Carta, Toyoda Gosei, Lasertec, Advantest, SoftBank, Mitsui E&S

We analyzed JPX margin trading positions report for the past week and highlighted Carta (3688 JP), Toyoda Gosei (7282 JP), Lasertec (6920 JP),...

Ke Yan, CFA, FRM

MARUKA FURUSATO (7128 JP): 1H FY12/25 flash update

1H FY12/25 revenue increased YoY, but operating profit and net income attributable to owners decreased YoY. Revised FY12/25 forecast projects...

Shared Research

MARUKA FURUSATO (7128 JP): Q1 FY12/25 flash update

Revenue increased by 2.2% YoY to JPY141.2bn, while operating profit decreased by 7.2% YoY to JPY882mn. Machinery & Tools segment saw 4.2%...

Shared Research

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