What is going on in Japan?

Investors seem active in Japan all of a sudden with a strong recent pickup in demand to borrow Japanese equities. Of course, some of this activity relates to some large companies paying dividends at the end of September. However, there are definitely some interesting directional shorts to observe in names like Trend Micro, Kintetsu, Eisai, Sanrio, Keiyo and Don Quixote.

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