March 2024 Nikkei 225 Rebal:  Socionext, Disco, and a Consumer Goods Stock, Still

1.7k Views08 Jan 2024 22:29
No changes to the expected ADDs and DELETEs to Nikkei 225 in March from last month. Two choices each are obvious, one is a toss-up in each case. Fast Retailing now trades more independently from N225.
Boomeranged on Fri, 19 Jan 2024 09:05
Fast Retailing reported a beat, went to 11%, expect the possibility Yanai-san will be selling this week into the end of January, picking up the pace when it gets close to 11%. 3 of the other 4 possible large flows (Socionext, Disco, Nitori) are basically "guaranteed" (Disco and 6526 ranks will stay top 75). Socionext is "only" 2d+ of ADV BUT it is 20% of Max Real World Float. ADV is day-traders.
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