Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)
Quantitative analysis identifies eight pair trade opportunities across three markets and four sectors, offering unique insights into relative value.
576 Views
Long Scentre Group (SCG AU) Vs Short Stockland (SGP AU): Pair Trade After Post Earnings Rally
Post-earnings strength in Stockland versus Scentre Group has widened their price ratio, opening a 3% mean-reversion opportunity for statistical...
435 Views
MS-Australia Index Earning Revision (Sep): Woodside Energy, Santos, Rio Tinto, Qbe Insurance
We analyzed MS-Australia's consensus for Sep 2026 and highlighted changes of EPS in Woodside Energy, Santos, Rio Tinto, Qbe Insurance, Aristocrat...
83 Views
MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear
We analyzed MS-Australia's consensus for Aug 2026 and highlighted changes of EPS in ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re,...
90 Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
723 Views