Daily Brief Energy/Materials: BHP Group Ltd, CRB Commodity Index, Hang Seng Index, Konishi Co Ltd, XCF Global and more

• 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 eleven pair trade opportunities across three markets and six sectors persist.
• 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.

• A review of recent events and data impacting our investment themes and outlook
• Japan and US Central Banks continue to add fuel to the monetary fire
• China consumption weakness is likely to spur a tangible response in the New Year

• Stocks were broadly lower, giving back last Friday’s rally with breadth continuing weak.
• We present new data showing average single stock implied vols.
• Average Single stock implied vols are reaching levels last seen before a major decline.

Key points (machine generated)

• Konishi Co., Ltd. is projected to increase revenue and profit for the fiscal year ending March 2026.
• The company maintains an operating profit forecast of 11.5 billion yen for the next fiscal year.
• Despite a decline in sales and operating profit in the first half of the fiscal year, Konishi focuses on diverse product offerings.

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• Cooper brings a rich background in aviation and energy. 
• Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.
• Now at XCF, Cooper is leading a global growth initiative in the US and overseas.