Primer: Nippon Rietec (1938 JP) - Mar 2026
Nippon Rietec is a specialized construction firm with a dominant position in Japan's railway electrical infrastructure sector, benefiting from...
138 Views
TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket; Focus on Surprises Next
There could be around US$450mn of flows and an average of 12 days of ADV to buy for the 13 names which I identify as "surprise" names. I expect...
669 Views
Tsuzuki Denki (8157 JP): 3 More Days to The Inclusion Event - Prepare to Sell/Short
On 17th June, Japanese network and system integrator Tsuzuki Denki (8157 JP) confirmed (J-only) they had received approval to move from the Second...
580 Views
TOPIX Inclusion Trade Summary: June 2020
About 18 months ago, Travis Lundy set up an interesting framework to look at TOPIX Inclusions over time, showing how different size categories...
565 Views
TOPIX Inclusion Pre-Events: Recent "Tachiaigai Bunbai" Round-Up
In my previous thematic Insight on TOPIX Inclusions, Historical TOPIX Inclusions: What Flavor Performs Best? I discussed how we could use Index...
673 Views