Correlation Between Takamatsu Construction and Smith Micro

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Can any of the company-specific risk be diversified away by investing in both Takamatsu Construction and Smith Micro at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Takamatsu Construction and Smith Micro into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Takamatsu Construction Group and Smith Micro Software, you can compare the effects of market volatilities on Takamatsu Construction and Smith Micro and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Takamatsu Construction with a short position of Smith Micro. Check out your portfolio center. Please also check ongoing floating volatility patterns of Takamatsu Construction and Smith Micro.

Diversification Opportunities for Takamatsu Construction and Smith Micro

-0.3
  Correlation Coefficient

Very good diversification

The 3 months correlation between Takamatsu and Smith is -0.3. Overlapping area represents the amount of risk that can be diversified away by holding Takamatsu Construction Group and Smith Micro Software in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Smith Micro Software and Takamatsu Construction is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Takamatsu Construction Group are associated (or correlated) with Smith Micro. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Smith Micro Software has no effect on the direction of Takamatsu Construction i.e., Takamatsu Construction and Smith Micro go up and down completely randomly.

Pair Corralation between Takamatsu Construction and Smith Micro

Assuming the 90 days horizon Takamatsu Construction Group is expected to generate 0.04 times more return on investment than Smith Micro. However, Takamatsu Construction Group is 23.26 times less risky than Smith Micro. It trades about 0.13 of its potential returns per unit of risk. Smith Micro Software is currently generating about -0.02 per unit of risk. If you would invest  1,924  in Takamatsu Construction Group on September 6, 2025 and sell it today you would earn a total of  31.00  from holding Takamatsu Construction Group or generate 1.61% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy98.44%
ValuesDaily Returns

Takamatsu Construction Group  vs.  Smith Micro Software

 Performance 
       Timeline  
Takamatsu Construction 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Takamatsu Construction Group are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, Takamatsu Construction is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
Smith Micro Software 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Smith Micro Software has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders.

Takamatsu Construction and Smith Micro Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Takamatsu Construction and Smith Micro

The main advantage of trading using opposite Takamatsu Construction and Smith Micro positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Takamatsu Construction position performs unexpectedly, Smith Micro can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Smith Micro will offset losses from the drop in Smith Micro's long position.
The idea behind Takamatsu Construction Group and Smith Micro Software pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

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