In today’s briefing:
- Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)
- Earnings as Catalyst for Scentre Group (SCG AU) Vs. Stockland (SGP AU) As Price Ratio Widens
- Tokenized Real-World Assets (Part 1): Landscape & Value Chain
- Jones Lang LaSalle (JLL): Initiation Of Coverage- Expanding Global Real Estate Dominance With Bold Growth Across U.S. & Asia Pacific!
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)
- 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.
- Highlight: Currently eight pair trade opportunities across three markets and four 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.
Earnings as Catalyst for Scentre Group (SCG AU) Vs. Stockland (SGP AU) As Price Ratio Widens
- Context: The Scentre Group (SCG AU) vs. Stockland (SGP AU) price-ratio has deviated more than three standard deviations from its one-year average, presenting a potential relative value opportunity.
- Highlights:Stockland (SGP AU) rallied 7.0% on 20 August after reporting results, creating a gap between the two stocks. Scentre Group (SCG AU) is set to report on 26 August,
- Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.
Tokenized Real-World Assets (Part 1): Landscape & Value Chain
- The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of institutional giants like BlackRock, Franklin Templeton, and Apollo.
- Despite this surge, the current market is a small fraction of the $400T+ estimated “blue-sky” addressable TradFi market, highlighting a significant runway for growth.
- The on-chain market is currently dominated by two asset classes that offer utility.
Jones Lang LaSalle (JLL): Initiation Of Coverage- Expanding Global Real Estate Dominance With Bold Growth Across U.S. & Asia Pacific!
- Jones Lang LaSalle, Inc. (JLL) demonstrated a strong performance in its second-quarter 2025 results, reflecting significant progress in both resilient and transactional business lines.
- The company achieved a 10% increase in consolidated revenue, a 17% growth in adjusted EBITDA, and a 29% rise in adjusted EPS.
- Despite challenges in the broader geopolitical and policy climate, these results underscore JLL’s capacity for sustainable organic growth.
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