TOPIX October 2022 Rebal - Buy/Sell Baskets (May the Flow Be Ever In Your Favour)
This companion piece to the first October 2022 FFW Rebalance piece shows both large (>¥5bn) and small (¥1-5bn) intra-sector flows. Using the flows...
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TOPIX October 2022 Rebal - BIG Names with BIG Flows
The annual TOPIX FFW rebalance is larger this year than normal, with the twist that 493 names will now start to be phased out completely.
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TOPIX October Rebalance: BIG One With ¥1.8tn a Side to Trade
Lower FFWs on 970 stocks and higher FFWs on 114 stocks will result in one-way turnover of 2.52% leading to a one-way trade of ¥1.8tn at the close...
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The October TOPIX FFW Review and Shinsei Bank (8303)'s Future Float
HYBRID INSIGHT: Shinsei and the October TOPIX FFW Review. Shinsei is now somewhat cheap to largercap peers, but will see 25 days of volume to sell...
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Simplex Holdings Pre-IPO - Steady Topline Growth but Appears to Be at Peak Margins
Simplex Holding’s shareholders aim to raise around US$300m via selling some of their stake in the company in its Japan IPO.
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