[Quiddity Index] Nikkei 225 Sep25 Rebal: One ADD/DEL, Less Certain Than Before
The early Nikkei 225 replacement action for NTT Data introduced a new paradigm for cash takeovers and set a limit for float. That makes the Sep...
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[Quiddity Index] Nikkei 225 Boots NTT Data (9613) Early, Rohm (6963) IN 3 July; $3.8bn a Side
The Nikkei has used June 2020 rule change language to boot NTT Data earlier than expected. It makes sense. Expect this is new precedent. Rohm is...
764 Views
Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers​ creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
1.4k Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
574 Views
Unloved Japan Roundup: Don't Panic Ahead of Q3 Results Rush
​Over 40 potential turnaround stocks set to report Q3 results with a 45% spread in estimates, some companies like Rohm and JFE look promising while...
697 Views