🇯🇵 JAPAN • Results & Revisions 25th May - Ajinomoto, Oji, THK, Fujikura
In the DETAIL section below, we shall review Monday's announcements:- The balance between positive/neutral/negative of the 59 results announcements...
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India Autos (2Ws) | Key Takeaways from Channel Interactions
We interact with some channels of TVS Motor (TVSL IN) , Hero Motocorp (HMCL IN) and Suzuki Motor (7269 JP) to understand how much demand shock can...
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Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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