Daily BriefsIndustrials

Daily Brief Industrials: Asian Terminals, Kawasaki Heavy Industries and more

In today’s briefing:

  • Asian Dividend Gems: Asian Terminals Inc
  • Quiddity JPX-Nikkei 400 Rebal 2025: End-Mar 2025 Ranks


Asian Dividend Gems: Asian Terminals Inc

By Douglas Kim

  • Backed by DP World (DPW DU), Asian Terminals (ATI PM) is one of the largest owners and operators of ports and related infrastructure in the Philippines.
  • We are impressed with the company’s excellent financials including consistent profit margins and free cash flow, strong market share, and execution of its business strategies.
  • It also trades at cheap valuations with solid dividends and it has also been buying back shares. 

Quiddity JPX-Nikkei 400 Rebal 2025: End-Mar 2025 Ranks

By Janaghan Jeyakumar, CFA

  • JPX-Nikkei 400 is composed of common stocks listed on the Tokyo Stock Exchange. It is a free-float-adjusted capped index composed of 400 constituents.
  • The annual index review takes place in August every year. We look at the latest rankings of potential ADDs/DELs every month.
  • Below is a look at the rankings of potential ADDs/DELs for the JPX-Nikkei 400 August 2025 rebalance based on trading data as of end-March 2025.

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