In today’s briefing:
- Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (5 Oct 2026)
- Weekly Deals Digest (04 Oct) – Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (5 Oct 2026)
- 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 nine pair trade opportunities persist across three markets and four sectors.
- 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.
Weekly Deals Digest (04 Oct) – Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
- A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India, and Chinese ADRs.
- ECM developments: GCash (Mynt) (GCASH PM) priced its IPO at PHP6.60.
- Event-Driven developments: Nikkon Holdings (9072 JP), BASE Inc (4477 JP), Kakaku.com Inc (2371 JP), PHC Holdings (6523 JP), Sankei Real Estate (2972 JP), Northern Star Resources (NST AU).
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