Asia Short Interest Weekly - Ping An, CPIC, SMIC, Meituan, Shiseido, Yageo, MediaTek
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
318 Views
Japan Convenience Store Pair Trade: Long Lawson/Short Seven & I
Japan’s convenience stores outperformed the Topix index by over 10 percentage points during the COVID-19 led equity sell off in March 2020. Over...
436 Views
After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
287 Views
Screening the Silk Road: (Small) Mid Cap Free Cash Flow
The overall expectation at the start of H1 2019, was that following a decade of seeing growth as the key focus (as ultra-accommodative global...
397 Views
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