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Quiddity Advisors

Quiddity Advisors
Pan-Asia Catalysts/Events

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bullishNippon Yusen Kk
22 Jul 2024 17:54

Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital Return Eventually

Nippon Yusen today set H1 and FY guidance higher. Revenues, OP, RP, and NP all higher with the bulk of the improvement in containers, but the H1/H2...

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22 Jul 2024 16:48

Quiddity Leaderboard T50/​​​100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point

We do not see any changes for the T50 index at present. However, we see three changes for the T100 index and one of the DELs - Nuvoton Tech - could...

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22 Jul 2024 10:19

The Warehouse Group (WHS NZ): Tindall (Potentially) Reloads

Although there is no firm Offer on the table; given where shares are trading, and interest is apparent from the major shareholder, I'd look to get...

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bearishPacific Smiles
22 Jul 2024 09:14

Pacific Smiles' (PSQ AU) Scheme Vote: Say “aaaarrrghhhh”?!

HBF, with 10.03%, said it will vote in favour of the Scheme. Yet this transaction is effectively toast after Genesis announced the previous week it...

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21 Jul 2024 21:46

ENEOS Extends Tatsuta Electric (5809) Tender Offer Means They Don't Have The Shares

ENEOS extends the Tatsuta Electric TOB. No technicality, suggesting they do not have the shares. But they say they aren't raising price. Maybe they...

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