Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
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TOPIX FFW Rebalance - Halfway There
The TOPIX 2019 Free Float Weight Rebalance announcement was made on the 7th of October and the moves in the basket so far are limited. It is still...
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Keyence (6861 JP): Undermined by Weak Demand and Uncertainty
1Q results confirmed the first decline in Keyence's sales and profits in a decade. Caused by cyclical weakness in major user industries followed by...
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Nidec (6594 JP): More Strategic M&A
The acquisition of OMRON Automotive Electronics Co. Ltd., announced on April 16, should further Nidec's advance into vehicle electrification and...
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