TOPIX CORE 30 Index Earning Revision (Nov): Sumitomo Mitsui Financial, Honda Motor, SoftBank
We analyzed TOPIX CORE 30's consensus for Nov 2025 and highlighted changes of EPS in Sumitomo Mitsui Financial (8316 JP), Honda Motor (7267 JP),...
291 Views
Japan: Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
178 Views
Kioxia Placement - US$2bn Deal, Relatively Small, Index Upweight but the Shares Have Runup
Bain aims to raise around US$2bn via selling around 6% of its stake in Kioxia Holdings (285A JP). The IPO linked lockup on its shareholding had...
415 Views
Toyoda Gosei Placement - Somewhat Expected but Relatively Large with Delayed Buyback
Toyota Motor (7203 JP) and Sumitomo Mitsui Financial Group (8316 JP) plan to raise around US$700m via selling down some of their stake in Toyoda...
332 Views
JPX Margin Trading Weekly (Nov 14th): SoftBank, Mitsubishi Heavy Industries, Sanrio
We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi Heavy Industries (7011 JP), Sanrio...
239 Views