Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
380 Views
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
306 Views
What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
379 Views
Kirin: Latest on the Proxy Battle
Kirin Holdings (2503 JP) has been the target of an investor activism campaign by a UK based investment management company named Independent...
312 Views
Trade Idea: Asahi Group - USD2bn Placement Overhang
Asahi Group Holdings (2502 JP) announced the acquisition of Anheuser Busch Inbev Sa/Nv (ABI BB)'s Australian business in July 2019. The completion...
468 Views