Equity Derivatives Broker - Delta One Japan, Vantage Capital Markets Japan

François-Xavier Pustoc'h

Equity Derivatives Broker - Delta One Japan

Independent Financial Broker

Vantage Capital Markets Japan

We provide world class financial solutions to our extensive institutional client base including rapidly growing corporations, leading investment banks, commercial banks, asset managers, private equity funds, family offices and hedge funds.

Our services include capital market offerings and placements, wholesale brokerage and execution of cash and derivative products (both listed and OTC) across a range of asset classes.

VCM has offices in London, Hong Kong, Tokyo and Dubai from where we service our global client base. Our strength lies in the experience and quality of our teams, supported by excellent operations and infrastructure.

Index Rebalance

<ul><li>Rebalancing Candidates ADD: Kokusai Electric (6525 JP): High Liquidity Group TOP 75, Shift Inc (3697 JP) Consumer Goods, Pan Pacific International (7532.T) Consumer Goods</li><li>Rebalancing Candidates DEL: Okuma Corp (6103 JP): Low Liquidity Group &lt; 450, Kanadevia Corp. (7004.T), Tokuyama Corp (4043.T)</li><li>Capping Ratio: Fast Retailing Co Ltd (9983.T)’s NKY weight is currently 9.65% below 10% weight cap threshold.</li></ul>

Rebalancing Candidates ADD: Kokusai Electric (6525 JP): High Liquidity Group TOP 75, Shift Inc (3697 JP) Consumer Goods, Pan Pacific International (7532.T) Consumer GoodsRebalancing Candidates DEL: Okuma Corp (6103 JP): Low Liquidity Group &lt; 450, Kanadevia Corp. (7004.T), Tokuyama Corp (4043.T)Capping Ratio: Fast Retailing Co Ltd (9983.T)’s NKY weight is currently 9.65% below 10% weight cap threshold.

Nikkei 225 Stock Average Rebalancing – June 2025

Event-Driven

<ul><li>Stock performance is confirming the ADD of Kokusai Electric (6525.T), BayCurrent Consulting (6532.T) and Shift Inc. (3697.T)</li><li>Stock performance is confirming the DEL of Mitsubishi Logistics (9301.T) and (maybe?) Kanadavia (7004.T)</li><li>Best Rebalance portfolio: the Long Kokusai Electric (6525.T), BayCurrent Consulting (6532.T) and Shift Inc. (3697.T) vs. Short Fast Retailing (9983.T) with 34.17% performance over the past two months.</li></ul>

Stock performance is confirming the ADD of Kokusai Electric (6525.T), BayCurrent Consulting (6532.T) and Shift Inc. (3697.T)Stock performance is confirming the DEL of Mitsubishi Logistics (9301.T) and (maybe?) Kanadavia (7004.T)Best Rebalance portfolio: the Long Kokusai Electric (6525.T), BayCurrent Consulting (6532.T) and Shift Inc. (3697.T) vs. Short Fast Retailing (9983.T) with 34.17% performance over the past two months.

Nikkei 225 Rebalancing: Stock Performance

Japan

Tokuyama Corp produces inorganic and organic industrial chemicals, synthetic res ins, cement, and construction materials.  The Company's product lines include Portland cement, soda chemicals, and polycrystalline silicon.

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Tokuyama Corp (4043 JP)

Nikkei 225 Stock Average Rebalancing – June 2025

Rebalancing Candidates ADD: Kokusai Electric (6525 JP): High Liquidity Group TOP 75, Shift Inc (3697 JP) Consumer Goods, Pan Pacific International...

Vantage Capital Markets Japan

Nikkei 225 Rebalancing: Stock Performance

Stock performance is confirming the ADD of Kokusai Electric (6525.T), BayCurrent Consulting (6532.T) and Shift Inc. (3697.T) Stock performance is...

Vantage Capital Markets Japan

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