In today’s briefing:
- Japan – Increase in Shorts on Some Interesting** Stocks
- Monthly Chinese Express Tracker | A New Price War Among China’s ‘Sort & Transport’ Express Names
Japan – Increase in Shorts on Some Interesting** Stocks
- CyberAgent, Lixil Group, Hakuhodo Dy Holdings, Kobayashi Pharmaceutical, Welcia Holdings, Persol Holdings, Kurita Water Industries, GMO Payment Gateway, Keio Corp and NGK Insulators have underperformed the Nikkei225 over the recent past.
- The underperformance could lead to adjustments in global passive portfolios and liquidity events on some of the stocks.
- Short interest has increased on some stocks and there could be more pre-positioning to come over the next few weeks.
Monthly Chinese Express Tracker | A New Price War Among China’s ‘Sort & Transport’ Express Names
- In this month’s Tracker, we focus on a new price war among the ‘sort & transport’ names
- Q3 ASPs at these express companies fell by -12% Y/Y, and volume growth softened
- We believe margins are under increasing pressure in China’s mainstream express segment
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