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 14th): Kioxia, Advantest, IHI, Tokio Marine, Nintendo, Screen

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

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

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

JPX Margin Trading Weekly (Jul 24th): Kioxia, Disco, Advantest, Mizuho Financial, Fast Retailing

JPX Margin Trading Weekly (Jul 17th): Kioxia, SoftBank, Yaskawa Electric, Taiyo Yuden, Advantest

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 7th. The aggregated net margin trading position is USD27,619m.</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, Taiyo Yuden, Tokyo Electron, SoftBank, Toyota Motor, Mitsubishi Heavy Industries, Fujikura, Furukawa Electric, Fujifilm, Nitto Boseki.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Aug 7th. The aggregated net margin trading position is USD27,619m.
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, Taiyo Yuden, Tokyo Electron, SoftBank, Toyota Motor, Mitsubishi Heavy Industries, Fujikura, Furukawa Electric, Fujifilm, Nitto Boseki.


Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

NTT (Nippon Telegraph & Telephone) (9432 JP)

Japan Property Management Center (3276 JP)

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