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 (Jun 5th): Kioxia, SoftBank, Disco, Ibiden, Mitsubishi UFJ Financial

JPX Margin Trading Weekly (Jun 12th): Kioxia, Disco, Advantest, Lasertec, Skylark, Iida, Hitachi

JPX Margin Trading Weekly (Jun 19th): Kioxia, Advantest, Tokyo Electron, Skylark, Taiyo Yuden

JPX Margin Trading Weekly (May 15th): Kioxia, Mitsubishi Heavy Industries, Lasertec, Disco

JPX Margin Trading Weekly (Apr 24th): Kioxia, SoftBank, Lasertec, Nintendo, Disco, Sumitomo Pharma

JPX Margin Trading Weekly (Apr 17th): Kioxia, Advantest, SoftBank, Lasertec, Fujikura

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT 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

Sumitomo Mitsui Financial Group (8316 JP)

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of May 22nd. The aggregated net margin trading position is USD28,591m.</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, Fujikura, Mitsubishi UFJ Financial, SoftBank, Tokyo Kiraboshi Financial, Advantest, Fast Retailing, Sumitomo Mitsui Financial, Furukawa Electric, Mizuho Financial.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of May 22nd. The aggregated net margin trading position is USD28,591m.
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, Fujikura, Mitsubishi UFJ Financial, SoftBank, Tokyo Kiraboshi Financial, Advantest, Fast Retailing, Sumitomo Mitsui Financial, Furukawa Electric, Mizuho Financial.


Mitsubishi UFJ Financial (MUFG) (8306 JP)

NTT (Nippon Telegraph & Telephone) (9432 JP)

Tokyo Kiraboshi Financial Group (7173 JP)

JPX Margin Trading Weekly (May 22nd): Kioxia, Fujikura, Mitsubishi UFJ Financial, SoftBank