Nikkei 225 Rebalance Day - Shinsei Dip Chance?
Nikkei 225 Rebalance Day. Shinsei Out. ORIX In. Shinsei hasn't fallen in preparation but Orix is up strongly vs Peers in the period. There are two...
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NTT To Raise Money Through Asset Sales, Invest, and Buy Back More Stock
The Nikkei carried an article (Japanese only) last night which effectively "confirmed" what NTT (Nippon Telegraph & Telephone) (9432 JP) CEO...
469 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
422 Views
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
561 Views
Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....
Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings...
399 Views