In today’s briefing:
- FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: Good Start, Some Surprises, More to Come!
- MHI (7011) | The Time to Act on Energy Transition
FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: Good Start, Some Surprises, More to Come!
- In October 2022, FTSE Russell confirmed that the number of constituents in the FTSE TWSE Taiwan Dividend+ Index will be increased from 30 to 50 during the December 2022 Rebalance.
- The estimated one-way flow was ~US$2bn and I discussed my flow expectations for this event in FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: New Methodology! Massive Flow Implications!
- With less than three weeks remaining to the base date, below is an updated look at my latest flow expectations for this event.
MHI (7011) | The Time to Act on Energy Transition
- It is just 3 days 7 hours 52 minutes before the private jets start touching down at Sharm El-Sheikh International Airport for COP27
- Expect a lot of jawboning on energy transition and decarbonization – music to the ears of MHI shareholders
- MHI excels at Energy Transition as carbon intensive industries such as power generation and steelmaking shift to decarbonize
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