Oracle Corp Japan
TOPIX January 2022 FFW Rebalance - Much Nothing To Do
Event-Driven283 Views, 12 Jan 2022 00:26
EXECUTIVE SUMMARY
- The January 2022 FFW rebalance is not very large - about US$225mm a side.
- 30% of the interest is in two names - Net Protections (7383 JP) as an add because of its recent IPO and Oracle Corp Japan (4716 JP) as a sell.
- This event may get overshadowed by the TSE Market Structure revamp announced the same day.