Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Bottom-Up

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlights: In Japan, currently two pair trade opportunities persist across two sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlights: In Japan, currently two pair trade opportunities persist across two sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Japan: Relative Value Opportunities and Pair Trades (31 Aug 2026)

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlights: Currently six pair trade opportunities persist across four markets and four sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlights: Currently six pair trade opportunities persist across four markets and four sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (31 Aug 2026)

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
 Highlights: Currently seven pair trade opportunities persist across three markets and five sectors. 
</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

 Highlights: Currently seven pair trade opportunities persist across three markets and five sectors. 


Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (24 Aug 2026)

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>
Market: The broader Topix Index ended the week 59 points, or -2.6%,</li>
<li>
Movers: Kusuri No Aoki Holdings shares rose sharply this week after the Japanese drugstore operator's first-quarter profit climbed (+49% yoy)</li>
<li>
Activist Watch: Dalton have also taken significant positions in Rinnai and Nitta</li>
</ul>



Market: The broader Topix Index ended the week 59 points, or -2.6%,

Movers: Kusuri No Aoki Holdings shares rose sharply this week after the Japanese drugstore operator's first-quarter profit climbed (+49% yoy)

Activist Watch: Dalton have also taken significant positions in Rinnai and Nitta


Japan Weekly | Kusuri No Aoki, Inpex, Mit Motors, Rinnai

<ul>
<li>OVERSEAS: SPX Rallies supported by Bullish ARM (+25%) trading;  Markets ignore implications Producer prices; Retail sales strong;   UAW Strike Looms - GM Sweetens offer; China cuts RRR. </li>
<li>JAPAN: NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; No boost for Kishida post reshuffle; More JP firms lifting shareholder returns; Bullish Aisin MTP </li>
<li>JAPAN X: Sparx Group's Billion-Dollar Bet on Japan's Future. CEO Abe goes all in with a view of catching the start of the wave of resurgence of Japanese equities.</li>
</ul>


OVERSEAS: SPX Rallies supported by Bullish ARM (+25%) trading;  Markets ignore implications Producer prices; Retail sales strong;   UAW Strike Looms - GM Sweetens offer; China cuts RRR. 
JAPAN: NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; No boost for Kishida post reshuffle; More JP firms lifting shareholder returns; Bullish Aisin MTP 
JAPAN X: Sparx Group's Billion-Dollar Bet on Japan's Future. CEO Abe goes all in with a view of catching the start of the wave of resurgence of Japanese equities.


Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

Japan

INPEX CORPORATION is a holding company established through the reorganization of INPEX Corp and Teikoku Oil.  The Company manages subsidiaries that explores, produces, and sells oil and natural gas.

Price Gauge
52-week Range	0.00 - 0.00
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Inpex Corp (1605 JP)

Japan: Relative Value Opportunities and Pair Trades (31 Aug 2026)

Discover two pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (31 Aug 2026)

Discover six pair trade opportunities across four markets and four sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (24 Aug 2026)

Discover seven pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Japan Weekly | Kusuri No Aoki, Inpex, Mit Motors, Rinnai

Japanese market declines as Topix Index falls 2.6%, while Kusuri No Aoki Holdings sees profit rise and Dalton takes positions in Rinnai and Nitta.

Mark Chadwick

Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

US equities rally supported buy bullish ARM debut; NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; More JP firms...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan: Relative Value Opportunities and Pair Trades (31 Aug 2026)

​Discover two pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (31 Aug 2026)

​Discover six pair trade opportunities across four markets and four sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (24 Aug 2026)

​Discover seven pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Japan Weekly | Kusuri No Aoki, Inpex, Mit Motors, Rinnai

​Japanese market declines as Topix Index falls 2.6%, while Kusuri No Aoki Holdings sees profit rise and Dalton takes positions in Rinnai and Nitta.

Mark Chadwick

Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

US equities rally supported buy bullish ARM debut; NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; More JP firms...

Mark Chadwick

Discover two pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Discover six pair trade opportunities across four markets and four sectors using statistical mean-reversion methodology for actionable insights.

Discover seven pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.

Japanese market declines as Topix Index falls 2.6%, while Kusuri No Aoki Holdings sees profit rise and Dalton takes positions in Rinnai and Nitta.