Rohm will replace NTT Data Group in the NKY Index. Nearly all the NTT Data shares not tendered are likely held by passives and will be sold over the next month or two. There is positioning in Rohm.
What is covered in the Full Insight:
Introduction
Nikkei 225 Index Rebalance
Impact on ROHM Co Ltd
NTT Data Corp Delisting
Trade Ideas
Boomeranged on Thu, 26 Jun 2025 21:44
Rohm has outperformed its peers by 4.4% since the announcement of NKY inclusion. Day 1 outperformance was 7.5% and part of those gains were given up over the next 2 trading days. Rohm outperformed by 1.4% on Thursday and there could be more over the next few days ahead of the passive trackers trading.