JPX Margin Trading Weekly (Dec 5th): Carta, Toyoda Gosei, Lasertec, Advantest, SoftBank, Mitsui E&S
We analyzed JPX margin trading positions report for the past week and highlighted Carta (3688 JP), Toyoda Gosei (7282 JP), Lasertec (6920 JP),...
263 Views
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),...
310 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...
197 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...
436 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...
362 Views