Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Apr 3rd. The aggregated net margin trading position is USD21,015m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Kioxia, Advantest, Furukawa Electric, West Japan Railway Company, SoftBank, Kyushu Railway Company, Edion, Sanrio, Mitsubishi Heavy Industries, Kintetsu.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Apr 3rd. The aggregated net margin trading position is USD21,015m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Kioxia, Advantest, Furukawa Electric, West Japan Railway Company, SoftBank, Kyushu Railway Company, Edion, Sanrio, Mitsubishi Heavy Industries, Kintetsu.


JPX Margin Trading Weekly (Apr 3rd): Kioxia, Advantest, Furukawa Electric

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Mar 27th. The aggregated net margin trading position is USD17,856m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Fujikura, SoftBank, Sanrio, West Japan Railway Company, Advantest, Kioxia, Honda Motor, Kyushu Railway Company, Sumitomo Metal Mining, SBI.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Mar 27th. The aggregated net margin trading position is USD17,856m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Fujikura, SoftBank, Sanrio, West Japan Railway Company, Advantest, Kioxia, Honda Motor, Kyushu Railway Company, Sumitomo Metal Mining, SBI.


JPX Margin Trading Weekly (Mar 27th): Fujikura, SoftBank, Sanrio, West Japan Railway Company

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Thematic (Sector/Industry)

<ul>
<li>We think that investors can often find attractive opportunities among companies serving the HR department;</li>
<li>When it comes to the Japanese market, employment services companies can additionally take advantage of multiple tailwinds in our view;</li>
<li>We started with our favorable and demanding metric to shortlist 25 names across various industries within the sector, further examined them in terms of growth and cash generation, and ended with three of our top picks.</li>
</ul>


We think that investors can often find attractive opportunities among companies serving the HR department;
When it comes to the Japanese market, employment services companies can additionally take advantage of multiple tailwinds in our view;
We started with our favorable and demanding metric to shortlist 25 names across various industries within the sector, further examined them in terms of growth and cash generation, and ended with three of our top picks.


Quick Picks: Top-Quality Employment Services Providers From Japan

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Feb 13th. The aggregated net margin trading position is USD23,203m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Shin-Etsu Chemical, SoftBank, Advantest, Kioxia, Mitsubishi Heavy Industries, Fujikura, Mitsubishi UFJ Financial, Recruit, Disco, Fast Retailing, Shin-Etsu Chemical, Softbank, Advantest.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Feb 13th. The aggregated net margin trading position is USD23,203m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Shin-Etsu Chemical, SoftBank, Advantest, Kioxia, Mitsubishi Heavy Industries, Fujikura, Mitsubishi UFJ Financial, Recruit, Disco, Fast Retailing, Shin-Etsu Chemical, Softbank, Advantest.


JPX Margin Trading Weekly (Feb 13th): Shin-Etsu Chemical, SoftBank, Advantest, Kioxia

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jan 9th. The aggregated net margin trading position is USD20,644m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's, Ise Chemicals, Mitsubishi UFJ Financial, Disco, Itochu, Mitsubishi Heavy Industries, Shibaura Electronics, Softbank, Skylark, Kioxia, Mcdonald'S.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jan 9th. The aggregated net margin trading position is USD20,644m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's, Ise Chemicals, Mitsubishi UFJ Financial, Disco, Itochu, Mitsubishi Heavy Industries, Shibaura Electronics, Softbank, Skylark, Kioxia, Mcdonald'S.


JPX Margin Trading Weekly (Jan 9th): Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's

Japan

Will Group Inc.  offers specialized staffing services, recruitment services, outsourcing services, and employment support for foreign workers in Japan, focusing on various categories of occupations such as customer service, sales, call center operators, administrative positions, factory workers, caregivers, construction engineers, and IT engineers.
Additionally, we provide human resource services primarily targeting white-collar professionals not only in Japan but also in Australia and Singapore.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Will Group Inc (6089 JP)

JPX Margin Trading Weekly (Apr 3rd): Kioxia, Advantest, Furukawa Electric

We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), Furukawa Electric (5801...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Mar 27th): Fujikura, SoftBank, Sanrio, West Japan Railway Company

We analyzed JPX margin trading positions report for the past week and highlighted Fujikura (5803 JP), SoftBank (9984 JP), Sanrio (8136 JP), West...

Ke Yan, CFA, FRM

Quick Picks: Top-Quality Employment Services Providers From Japan

We started with our favorable and demanding metric to shortlist 25 names, further examined them in terms of growth and cash generation, and ended...

Steven Chen

JPX Margin Trading Weekly (Feb 13th): Shin-Etsu Chemical, SoftBank, Advantest, Kioxia

We analyzed JPX margin trading positions report for the past week and highlighted Shin-Etsu Chemical (4063 JP), SoftBank (9984 JP), Advantest (6857...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Jan 9th): Shibaura Electronics, SoftBank, Skylark, Kioxia, McDonald's

We analyzed JPX margin trading positions report for the past week and highlighted Shibaura Electronics (6957 JP), SoftBank (9984 JP), Skylark (3197...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)