Primer: Shimizu Corp (1803 JP) - Aug 2026
V-Shaped Recovery and Record Profitability: After experiencing its first operating loss since listing in the fiscal year ending March 2024,...
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Japan - Another Big Round of Passive Selling
The close tomorrow should see huge volumes trade on these stocks. Shorts will be covered and longs will be selectively put on.
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[Japan Offering] Shimizu (1803) New Feb Global Index Entrant Sees March Crossholder Selloff
Shimizu, like other contractors, has seen margins rise, and multiples rise, and now we see high levels on both. Feels frothy. Crossholdings aren't...
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Aequitas: Shimizu Placement- Cross Shareholding Unwinding; Shares Have Traded Well
A group of shareholders are looking to raise US$276m from selling their respective stakes in Shimizu. In this note, we will talk about the...
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[Quiddity Index] Final Flows for the Major Global Index Rebal in Feb26: US$29bn One-Way
The M _ _ _ Index Rebal is much watched 4x/yr (Feb, May, Aug, Nov). Today's announcements saw 124 changes announced with US$29bn one-way flow (MS...
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