Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Mar 19th. The aggregated net margin trading position is USD23,664m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec, SoftBank, Sumitomo Electric Industries, Nippon Steel, West Japan Railway Company, Japan Electronic Materials.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Mar 19th. The aggregated net margin trading position is USD23,664m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec, SoftBank, Sumitomo Electric Industries, Nippon Steel, West Japan Railway Company, Japan Electronic Materials.


JPX Margin Trading Weekly (Mar 19th): Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Mar 13th. The aggregated net margin trading position is USD23,263m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank, Ibiden, Advantest, Nippon Telegraph and Telephone, Mizuho Financial.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Mar 13th. The aggregated net margin trading position is USD23,263m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank, Ibiden, Advantest, Nippon Telegraph and Telephone, Mizuho Financial.


JPX Margin Trading Weekly (Mar 13th): Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Nov 28th. The aggregated net margin trading position is USD19,551m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in SBI, Advantest, Furukawa Electric, Mizuho Financial, Lasertec, Fujikura, Toyoda Gosei, Mitsubishi Electric, Mitsui E&amp;S, Daihen, Sbi, Advantest, Furukawa Electric, Mizuho Financial.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Nov 28th. The aggregated net margin trading position is USD19,551m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in SBI, Advantest, Furukawa Electric, Mizuho Financial, Lasertec, Fujikura, Toyoda Gosei, Mitsubishi Electric, Mitsui E&amp;S, Daihen, Sbi, Advantest, Furukawa Electric, Mizuho Financial.


JPX Margin Trading Weekly (Nov 28th): SBI, Advantest, Furukawa Electric, Mizuho Financial, Lasertec

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p><a href="http://www.screencast.com/t/mxK3sCSR" target="_blank">Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&amp;P and oil to provide support for a final uptick attempt later this week/early next week before the bear cycle resumes. Difficult to trade 2 day swings. We are allowing for a 2-3 day draw down followed by a final push up next week to re cycle shorts.</a></p><div>
<a href="http://www.screencast.com/t/mxK3sCSR" target="_blank">We look at support points in our long Nikkei (17,600 rally target) and Taiwan (8,000 trendline and sliding) with a smaller bet in Thailand (1,300+ to exit</a>…</div>

Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&amp;P and oil to provide support for a final uptick attempt later this week/early next week before the bear cycle resumes. Difficult to trade 2 day swings. We are allowing for a 2-3 day draw down followed by a final push up next week to re cycle shorts.
We look at support points in our long Nikkei (17,600 rally target) and Taiwan (8,000 trendline and sliding) with a smaller bet in Thailand (1,300+ to exit…

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Nov 21st. The aggregated net margin trading position is USD19,632m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in SoftBank, Mitsubishi Heavy Industries, SBI, Nippon Telegraph and Telephone, Sanrio, Tokyo Electric Power Company, Tokio Marine, Mitsubishi UFJ Financial, Furukawa Electric.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Nov 21st. The aggregated net margin trading position is USD19,632m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in SoftBank, Mitsubishi Heavy Industries, SBI, Nippon Telegraph and Telephone, Sanrio, Tokyo Electric Power Company, Tokio Marine, Mitsubishi UFJ Financial, Furukawa Electric.


JPX Margin Trading Weekly (Nov 21st): SoftBank, Mitsubishi Heavy Industries, SBI

Japan

SALA CORPORATION is a holding company which operates and manages its subsidiaries.  The Company provides energy supply and solution, and facility management services through its subsidiaries.  Other services include infrastructure development, animals' health care, auto services, and logistic business.

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Sala Corp (2734 JP)

JPX Margin Trading Weekly (Mar 19th): Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec

We analyzed JPX margin trading positions report for the past week and highlighted Nintendo (7974 JP), Lasertec (6920 JP), Fujikura (5803 JP), JX...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Mar 13th): Kioxia, Nintendo, Lasertec, Disco, Tokyo Electron, SoftBank

We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Nintendo (7974 JP), Lasertec (6920 JP), Disco...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Nov 28th): SBI, Advantest, Furukawa Electric, Mizuho Financial, Lasertec

We analyzed JPX margin trading positions report for the past week and highlighted SBI (8473 JP), Advantest (6857 JP), Furukawa Electric (5801 JP),...

Ke Yan, CFA, FRM

Asia into Next Week

Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...

Thomas Schroeder

JPX Margin Trading Weekly (Nov 21st): SoftBank, Mitsubishi Heavy Industries, SBI

We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi Heavy Industries (7011 JP), SBI...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)