JPX Margin Trading Weekly (Jun 19th): Kioxia, Advantest, Tokyo Electron, Skylark, Taiyo Yuden
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), Tokyo Electron (8035 JP),...
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Japan Telecoms: Drilling Down on Free Cash Flow and Shareholder Returns
Japanese telcos have plenty of financial flexibility and political/social cover to maintain current policies on returns to shareholders. We expect...
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Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
670 Views
NTT DoCoMo Flags up Its 6G Vision. Yes, that Is a Six!
As part of its recently held open house on network R&D, NTT Docomo Inc (9437 JP) has released a white paper on 5G evolution and 6G. The key...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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