Primer: Mitsubishi Materials (5711 JP) - Aug 2026
Mitsubishi Materials is strategically pivoting towards high-growth, high-value sectors such as electronic materials for semiconductors and...
97 Views
Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
326 Views
NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION
We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...
181 Views
Quiddity JPX-Nikkei 400 Rebal 2027: End-Sep 2026 Ranks
In total, there are 33 Potential ADDs and 34 Potential DELs (unique names) presented in the current Quiddity Leaderboard. It is early in the...
114 Views
Copper Tightens: Grasberg Disruption Pushes Market Toward $11k–13k/T
Grasberg mudflow cuts global copper supply, prices soar, Asian downstream industry impacted, winners include Zijin and Jiangxi.
467 Views