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MonotaRO Co Ltd (3064 JP)
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Japan
MonotaRO Co., Ltd. mainly sells machine tools, engine parts, and factory consumable goods on the web site.
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bullish
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Kokusai Electric
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08 Dec 2024 19:47
Quiddity Leaderboard Mar25 Nikkei 225 Rebal: 2 IN, 2 OUT, $5.5bn+ Fastie to Sell, $7bn a Side
The March 2025 Nikkei 225 rebal has <8 weeks to go before it is set. ADDs and DELETEs are mostly decided. The bigger question is the capping of...
Travis Lundy
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862 Views
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bullish
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Kokusai Electric
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03 Nov 2024 16:24
Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT; Lots of Movement but the Same Names
The Nikkei 225 is still likely 2 IN 2 OUT for Mar-25. Doing more would require a very large stock split for Shift (3697) or a stretch to push...
Travis Lundy
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592 Views
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bullish
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Kokusai Electric
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05 Oct 2024 20:33
Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Quiddity March 2025 Nikkei 225 Rebal Leaderboard. I see 2 in, 2 out. $3bn a side except if Fast Retailing outperforms N225 by 3%, in which case...
Travis Lundy
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636 Views
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bullish
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Fast Retailing
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05 Sep 2024 07:57
Mar25 Nikkei 225 Rebal Predictions: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Sep24 Nikkei 225 Review suggests Nikkei Index Committee "discretion" hinting at the scale of the next rebalance. The most interesting bit may...
Travis Lundy
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516 Views
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bearish
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Cross Asset Strategy
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02 Sep 2024 18:33
Trump Trades and the JAPAN Market Are Like Oil and Vinegar
We pointed out that Japan's semi industry may be at risk as part of the "Trump Trade" sentiment. It turns out that Biden has already thrown...
David Mudd
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1.5k Views
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