Mar25 Nikkei 225 Rebal Predictions: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor
The Sep24 Nikkei 225 Review suggests Nikkei Index Committee "discretion" hinting at the scale of the next rebalance. The most interesting bit may...
817 Views
Denso Corp Placement - Quick Update - In Better Shape Now, Size Concern Remains
On 28th Nov 2023, Toyota Motor (7203 JP) announced that it would sell around US$4bn of Denso Corp (6902 JP). While the shares didn't correct...
689 Views
Denso Corp Placement - Not Quite Shaping up for a Win Yet
On 28th Nov 2023, Toyota (7203 JP) announced that it would sell around 9.4% of Denso (6902 JP) in order to reduce its cross-shareholding. In this...
796 Views
Smartkarma Originals
Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power
Japanese inflation peaked at 4.3% in January 2023 but decreased to 3.5%, 3.2%, 3.3%, 3.3%, and 3.2% in the following months. For most items except...
1.4k Views
Yamazaki Baking: Breads & Buns Buonce But Valuation Is a Stalemate
Yamazaki Baking's surging stock faces high expectations in 3Q23. With limited valuation upside, the risk-reward balance has tilted unfavorably for...
833 Views