Topix FFW Transition - Insurance Sector a Big Net Sell
TOPIX FFW Rebalance disfavours the insurance sector as 1.55% of float is a net sell over three months. The intra-sector flows favor Japan Post...
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Japan Post – Insurance Business Is Sandbagging Guidance
As Japan Post Insurance's sales activities start to normalise we believe the market is underestimating how small an improvement would be required...
511 Views
Japan Post Insurance - A Surprising Selloff But Still A Buy
Japan Post Insurance has bought back 29% of its shares and EPS, book value, and EEV accretion is immense, but the shares have underperformed rival...
510 Views
Pair Trading Ideas - Asian Financials
We highlight potential trades among liquid large cap Asian financial stocks that are correlated and exhibit mean reversion. We recommend closing...
467 Views
Japan - Small Caps and Micro Caps With High Short Interest Free Fall
The short notional in the market for the data released 3 March is US$24.60bn (up by US$388mm excluding FX movements) with the largest short...
558 Views