Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX Gains (barely) after a brutal week; Durable Goods Ex-Transport point to economic resilience;  Beta/Growth&gt; Value as Cyclicals rebound; JPM Quant Sees $50bn Selling if SPX breeches 3940</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; USDJPY 136.2; BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X-Share $9bn sale of Sub shares; Auto Upgrades</li>
<li>NUGGETS NUGGET. Nidec's E-Axle Future may rest with the Europeans, not the Chinese !</li>
</ul>


OVERSEAS.  SPX Gains (barely) after a brutal week; Durable Goods Ex-Transport point to economic resilience;  Beta/Growth&gt; Value as Cyclicals rebound; JPM Quant Sees $50bn Selling if SPX breeches 3940
JAPAN. NKY Futs +0.4% vs Cash; USDJPY 136.2; BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X-Share $9bn sale of Sub shares; Auto Upgrades
NUGGETS NUGGET. Nidec's E-Axle Future may rest with the Europeans, not the Chinese !


Good Morning Japan |SPX Holds After Brutal Week; Solid Durable Goods; Japan Post $9bn X-Share Unwind

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The JPX Nikkei 400 rebalances once a year at the end of August. We track the rebal every week and publish on it every month. Review Results were <a href="https://indexes.nikkei.co.jp/nkave/archives/news/20260807E_1.pdf" target="_blank" rel="noopener">announced</a> Friday.</li>
<li>This year, there are 45 ADDs and 39 DELETEs. Our High and Medium Conviction ADDs and DELs each had 92% Hit Rates. Our overall Success Rate was 89%. </li>
<li>There are a lot of capping and un-capping events and 32 names where the trade is larger than US$100mm. 58 names with more than 2 days to trade.</li>
</ul>


The JPX Nikkei 400 rebalances once a year at the end of August. We track the rebal every week and publish on it every month. Review Results were announced Friday.
This year, there are 45 ADDs and 39 DELETEs. Our High and Medium Conviction ADDs and DELs each had 92% Hit Rates. Our overall Success Rate was 89%. 
There are a lot of capping and un-capping events and 32 names where the trade is larger than US$100mm. 58 names with more than 2 days to trade.


[Quiddity Index] JPX Nikkei 400 Rebal 2026: 45 ADDs, 39 DELs, US$15bn to Trade

<ul>
<li>OVERSEAS.  SPX Caps another winning week - now 4/5 for the year;  Blow out Jobs report but Wages slowing - Goldilocks ? Powell speaks this week as DIS, UBER report.</li>
<li>JAPAN.  NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor;  Inbound resurgence reflecting in skyrocketing hotel rates;  Earnings this week - Watch Softbank</li>
<li>DAILY NUGGETS. NO ROCKING OF THE BOAT - BOJ Deputy Amamiya is set to take the mantle of leadership at the BOJ.</li>
</ul>


OVERSEAS.  SPX Caps another winning week - now 4/5 for the year;  Blow out Jobs report but Wages slowing - Goldilocks ? Powell speaks this week as DIS, UBER report.
JAPAN.  NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor;  Inbound resurgence reflecting in skyrocketing hotel rates;  Earnings this week - Watch Softbank
DAILY NUGGETS. NO ROCKING OF THE BOAT - BOJ Deputy Amamiya is set to take the mantle of leadership at the BOJ.


Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

<ul>
<li>OVERSEAS.  SPX Rallies as Earnings take centre stage; Telsa rips as Musk see 2m in Sales; Auto Semis in Play as STMicro beats - lifts sector; Seagate at turning point</li>
<li>JAPAN.  NKY Futs +0.5% vs Cash; USDJPY Steady at 130.22; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc</li>
<li>DAILY NUGGET. Toyota - End of an Era, and the start of another. We expect new CEO Sato to accelerate the EV shift !</li>
</ul>


OVERSEAS.  SPX Rallies as Earnings take centre stage; Telsa rips as Musk see 2m in Sales; Auto Semis in Play as STMicro beats - lifts sector; Seagate at turning point
JAPAN.  NKY Futs +0.5% vs Cash; USDJPY Steady at 130.22; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc
DAILY NUGGET. Toyota - End of an Era, and the start of another. We expect new CEO Sato to accelerate the EV shift !


Good Morning Japan |Earnings Bonanaza! ; Tesla Rips; AutoSemis in Play;Toyoda @Toyota Passes Baton

<ul>
<li>OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up</li>
<li>JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP </li>
<li>DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. </li>
</ul>


OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up
JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP 
DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. 


Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

Japan

NIDEC CORPORATION is the world's leading manufacturer of small precision motors mainly used in HDD and optical disk drives. The company has extended its focus to the home appliance and automotive markets. NIDEC is active in M&A and its subsidiaries include the world's leading manufacturers of LCD panel handling robots and camera shutters.

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Nidec Corp (6594 JP)

[Quiddity Index] JPX Nikkei 400 Rebal 2026: 45 ADDs, 39 DELs, US$15bn to Trade

JPX Nikkei 400 Rebal is announced. A couple of surprises. One big sell not anticipated. All in all, $7.5bn a side to trade end-Aug before the Sep...

Travis Lundy

Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor; Inbound resurgence reflecting in skyrocketing hotel...

Mark Chadwick

Good Morning Japan |Earnings Bonanaza! ; Tesla Rips; AutoSemis in Play;Toyoda @Toyota Passes Baton

JAPAN. NKY Futs +0.5% vs Cash; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc.

Mark Chadwick

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...

Mark Chadwick

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52-week Range

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Good Morning Japan |SPX Holds After Brutal Week; Solid Durable Goods; Japan Post $9bn X-Share Unwind

US stocks hold on to gains after last week's sell off; In Japan, BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X...

Mark Chadwick

[Quiddity Index] JPX Nikkei 400 Rebal 2026: 45 ADDs, 39 DELs, US$15bn to Trade

JPX Nikkei 400 Rebal is announced. A couple of surprises. One big sell not anticipated. All in all, $7.5bn a side to trade end-Aug before the Sep...

Travis Lundy

Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor; Inbound resurgence reflecting in skyrocketing hotel...

Mark Chadwick

Good Morning Japan |Earnings Bonanaza! ; Tesla Rips; AutoSemis in Play;Toyoda @Toyota Passes Baton

JAPAN. NKY Futs +0.5% vs Cash; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc.

Mark Chadwick

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...

Mark Chadwick