Shorting NOF (4403) Just Now Is Probably a Very Bad Idea
​Japan's defense budget increase may boost NOF's ammunition business, but production limits and slow capacity expansion could hinder profit growth....
607 Views
Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts
​Japan's defense industry is experiencing a renaissance with increased budget allocation, leading to opportunities for investors in national...
289 Views
The 2020 Nikkei 225 Rebalance: Nippon Kayaku OUT and Softbank Corp IN
Today after the close, and a few days earlier than expected, the Nikkei's “Index Business Office" which administers the Nikkei 225 Average and the...
620 Views
Nikkei 225 Index Rebalance: Softbank Corp IN, Nippon Kayaku OUT
A very widely tracked index with large impact on the inclusion names.
656 Views
Nikkei 225 Index Rebalance Preview - FamilyMart & The Periodic Review
On 8 July, Itochu Corp (8001 JP) made an offer to buy all the shares it did not own in FamilyMart Co Ltd (8028 JP) at a 31% premium to the stock...
653 Views