Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (18 May 2026)
​Discover 15 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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Kajima (1812 JP) Vs Shimizu (1803 JP): Shimizu Earnings Jump Creates Three Sigma Dislocation
9% target return in a potential pair trade as Shimizu’s post-earnings jump pushes the spread in this construction pair to a three-sigma extreme...
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Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
478 Views
MS-Japan Index Earning Revision (Apr): Mitsubishi UFJ Financial, Toyota Motor, Ana
We analyzed MS-Japan's consensus for Apr 2026 and highlighted changes of EPS in Mitsubishi UFJ Financial, Toyota Motor, Ana, Toyota Industries,...
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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 guidance when they annouce 1H...
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