Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

JPX Margin Trading Weekly (Aug 28th): Kioxia, Seikoh Giken, Mitsubishi UFJ Financial, Advantest

Advantest Corp (6857 JP) Tactical Outlook Ahead of Nikkei 225 Rebalance Announcement

JPX Margin Trading Weekly (Sep 4th): Kioxia, SoftBank, Advantest, Fujikura, Mitsubishi UFJ Financial

JPX Margin Trading Weekly (Aug 14th): Kioxia, Advantest, IHI, Tokio Marine, Nintendo, Screen

JPX Margin Trading Weekly (Aug 7th): Kioxia, Taiyo Yuden, Tokyo Electron, SoftBank, Toyota Motor

JPX Margin Trading Weekly (Jul 31st): Kioxia, Advantest, Mitsubishi UFJ Financial, Nintendo, Disco

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton 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 Aug 21st. The aggregated net margin trading position is USD28,184m.</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, Mitsubishi UFJ Financial, Taiyo Yuden, Murata Manufacturing, Sumitomo Mitsui Financial, Mizuho Financial, Lasertec, SoftBank, Tokyo Electron, Toyota Motor.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Aug 21st. The aggregated net margin trading position is USD28,184m.
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, Mitsubishi UFJ Financial, Taiyo Yuden, Murata Manufacturing, Sumitomo Mitsui Financial, Mizuho Financial, Lasertec, SoftBank, Tokyo Electron, Toyota Motor.


Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

NTT (Nippon Telegraph & Telephone) (9432 JP)

Tokyo Kiraboshi Financial Group (7173 JP)

JPX Margin Trading Weekly (Aug 21st): Kioxia, Mitsubishi UFJ Financial, Taiyo Yuden, Lasertec