Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (18 May 2026)
āDiscover 15 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidanceĀ when they annouceĀ 1H...
492 Views
1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above Ā„50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
574 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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