StreetInsider.com News Articles

Increasing unusual put option volume: ROST EWJ FUTU HIVE TJX ULCC EWW TIGR TE NVAX EXE CNTA VNET

Tue, 26 May 2026 09:58:52 -0400

Increasing unusual put option volume: ROST EWJ FUTU HIVE TJX ULCC EWW TIGR TE NVAX EXE CNTA VNET

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Investing.com -- Wolfe Research has raised concerns about the possibility of global central banks tightening monetary policy in response to higher oil prices stemming from the Iran conflict, according to a research note.

U.S. stock markets have not reacted to elevated oil prices, while long-term bond yields and central bank expectations in futures markets have moved in tandem with oil since the Iran conflict started, the firm said. This difference stems from America's energy independence compared to other regions, Wolfe Research noted.

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

Wolfe Research warns of potential central bank policy errors amid elevated oil prices

Thu, 14 May 2026 06:51:48 -0400

Higher energy prices are expected to impact economic growth more substantially in Europe and Asia due to their greater dependence

3 MLCC stocks to buy as ASPs continue to march higher

Sat, 02 May 2026 16:00:00 -0400

ASP (average selling price) is increasing month-on-month even as export volume and export value are going up in Japan’s hardware and electronic components market, says a recent note from Goldman Sachs. In the note, firm analysts identify 3 MLCC (Multi-Layer Ceramic Capacitor) stocks to buy while ASPS are rising and discuss their results, guidance, and medium- to long-term outlook.

MLCCs are tiny electronic components used to store and regulate electrical energy in circuits. They are among the most common components inside electronic devices, including smartphones, PCs, AI servers, data center hardware and industrial equipment.

The 3 MLCC stocks Goldman Sachs recommends

3 MLCC stocks to buy as ASPs continue to march higher

Sat, 02 May 2026 16:00:00 -0400

The 3 MLCC stocks Goldman Sachs recommends

Barclays: Tokyo inflation slows in April amid childcare subsidies

Fri, 01 May 2026 07:25:22 -0400

Investing.com -- Tokyo's April inflation data showed a sharper-than-expected slowdown in the Bank of Japan's preferred core measure, declining to 1.9% year-over-year from 2.3% in March, according to a Barclays economic update released Friday.

The reading, which excludes perishables and energy, fell short of market expectations of 2.2%, marking the second consecutive monthly deceleration.

The slowdown was largely attributed to Tokyo's free childcare program for first children, which began in September 2025 and expanded into the new fiscal year. The nursery school insurance premiums index dropped to 0.0, resulting in a 100.0% year-over-year decline and a significant negative contribution to the overall

BofA Japan: 'Two-week ceasefire: Concerns may have peaked, but need to verify facts'

Wed, 08 Apr 2026 05:25:58 -0400

BofA Japan: 'Two-week ceasefire: Concerns may have peaked, but need to verify facts'.

The analyst comments "President Trump announced the US entered into a two-week ceasefire agreement with Iran. We have pointed out that Japanese equities are at a crossroads, either having already reached a bottom or entering an extended correction. While we need to confirm how this plays out in the future, it seems that a bottom has emerged as the more likely scenario. Japan has strong short-term resilience to rising energy prices, and if the disruption ends quickly, the impact on earnings should not be significant. However, if constraints

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'

Wed, 08 Apr 2026 05:23:34 -0400

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'.

The analyst comments "Hedge funds started to de-gross from the fourth week post Middle East disruptions: According to our PB Content Group, hedge funds started to de-gross from the fourth week in March and selling continued in the week ending on April 3. Reduction in directional exposure was led by Korea and China A shares. Tech/Semis continued to drive the bulk of outflows in AxJ last week driven by both long unwinds and short additions, though gross and net exposure of the IT sector still stands

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'

Wed, 08 Apr 2026 05:23:34 -0400

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'.

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'

Wed, 08 Apr 2026 05:23:34 -0400

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'.

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'

Wed, 08 Apr 2026 05:23:34 -0400

Morgan Stanley: 'Hedge funds started to de-gross from the fourth week post Middle East disruptions'.

Ex-BOJ Chief Kuroda Calls For Rate Hikes, Tighter Fiscal Policy - Reuters

Wed, 25 Feb 2026 05:56:17 -0400

Ex-BOJ Chief Kuroda Calls For Rate Hikes, Tighter Fiscal Policy - Reuters

Microsoft Japan Raided Over Suspected Violation Of Anti-Monopoly Law - Reuters

Wed, 25 Feb 2026 05:54:49 -0400

Microsoft Japan Raided Over Suspected Violation Of Anti-Monopoly Law - Reuters

Wed, 25 Feb 2026 05:54:49 -0400

Microsoft Japan Raided Over Suspected Violation Of Anti-Monopoly Law - Reuters

Ishares Msci Japan Etf (EWJ) call put ratio 1 call to 1 put as share price near fresh record high

Wed, 28 Jan 2026 04:47:34 -0400

Ishares Msci Japan Etf (NYSE: EWJ) 30-day option implied volatility is at 20; compared to its 52-week range of 15 to 40. Call put ratio 1 call to 1 put as share price near fresh record high.

This popular stock is the largest notional short in Japan

Sat, 06 Dec 2025 22:00:00 -0400

In a recent note on short interest data across Japan’s technology sector ahead of the year end, Joseph Wrenn at Mizuho named a company that was one of the larger notional covers for the week at $57mn WoW, and is still firmly the largest notional short in Japan.

The company is Advantest (TYO: 6857), and its stock is continuing to be the largest notional short in Japan by far with $1.6bn. Canon (TYO: 7751) at $1.3 billion takes the second place, observe firm analysts.

As a few investors reduced existing bearish positions, the sector overall continued to lean net-short.

“Japan tech overall skewed

This popular stock is the largest notional short in Japan

Sat, 06 Dec 2025 22:00:00 -0400

As a few investors reduced existing bearish positions, the sector overall continued to lean net-short.

“Japan tech overall skewed

Japan's New PM Is Preparing Large Economic Stimulus To Tackle Inflation - Reuters

Wed, 22 Oct 2025 04:42:34 -0400

Japan's New PM Is Preparing Large Economic Stimulus To Tackle Inflation - Reuters

Wed, 22 Oct 2025 04:42:34 -0400

Japan's New PM Is Preparing Large Economic Stimulus To Tackle Inflation - Reuters

Ishares Msci Japan Etf (EWJ) call put ratio 19 calls to 1 puts with a focus on October 10 weekly 83 and 84 calls

Mon, 06 Oct 2025 04:22:47 -0400

Ishares Msci Japan Etf (NYSE: EWJ) 30-day option implied volatility is at 17; compared to its 52-week range of 15 to 40. Call put ratio 19 calls to 1 puts with a focus on October 10 weekly 83 and 84 calls.

This company is likely to deliver a series of earnings beats and raises: Jefferies

Fri, 12 Sep 2025 10:00:00 -0400

Jefferies expects one of Japan’s major gaming companies to deliver a strong run of results in the coming quarters, forecasting a sharp increase in operating profits and repeated outperformance against consensus estimates.

Analysts argue the business model and release pipeline are positioned to generate a series of earnings beats and guidance raises over the next several years.

Video game giant Nintendo launched its Switch 2 (NS2) console in June 2025, to what Jefferies described as “strong and extraordinary consumer adoption.”

Despite a still-small early install base, the analysts see enough momentum to avoid the need for another flagship title this year.

Instead,