Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (8 June 2026)
​Discover 18 pair trade opportunities across five markets and eight sectors using statistical mean-reversion methodology for actionable insights.
128 Views
Smartkarma’s Week that Was in JP/​​​​​​​​​KR: Yahoo Japan, NTT Docomo and Japan-South Korea Conflict
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 15th July 2019:
542 Views
Edion (2370 JP)/Yamada (9831 JP) Potential Merger to Establish Japan’s Largest Electronics Retailer
The rumoured deal is sensible. The lack of controlling shareholders necessitates a “fair” exchange ratio. My estimated Edion/Yamada exchange ratio...
155 Views
Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
756 Views
Japanese GMS Chains Need to Differentiate to Survive and Donki (7532 JP) Leads the Way
GMS (General Merchandise Store) chains have a bleak future in Japan – at least if they stick to their current form – and the latest annual results...
635 Views