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Top 5%
Travis Lundy
Pan-Asia Catalysts/Events
•
Quiddity Advisors
Location:
Hong Kong
Joined:
29 January 2015
3.2k
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1.7m
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2.3k
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Japan & Hong Kong
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Equities
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Recent
bullish
•
Nec Networks & System Integr
•
22 Dec 2024 21:21
NEC Networks (1973 JP) Next To Last Showdown - NEC Lowers Minimum, Bumps Tiny, Ignores Synergies
NEC bumped tiny, from ¥3,250 to ¥3,300. More importantly, it lowered the minimum threshold to 10.153mm shares (6.82%) which is likely to succeed...
Travis Lundy
173 Views
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bullish
•
Great Wall Motor
•
22 Dec 2024 00:04
A/H Premium Tracker (To 20 Dec 2024): Pairwise Intracorrelation and Vol Even Higher
AH Premia are noisy as the year winds down. Premia rose slightly this week, especially for the narrowest group. Some of this looks like profit...
Travis Lundy
322 Views
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bullish
•
Tencent
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21 Dec 2024 22:37
HK Connect SOUTHBOUND Flows (To 20 Dec 2024); Financials and Telecoms Still Tops
SOUTHBOUND volumes fell this week vs last week, but the pace of net buying continues unabated. There is a LOT of financials and telecom buying...
Travis Lundy
411 Views
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bullish
•
Seven & I Holdings
•
20 Dec 2024 12:46
7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper
An article overnight comments the Ito consortium is taking time to get its funding package ready/done. It's a lot of money. But that means a split...
Travis Lundy
653 Views
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bearish
•
Beenos Inc
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19 Dec 2024 22:57
LY Corp (4689) Announces Takeover of Beenos (3328) - Lightish at ¥4,000 But A Done Deal
LY (4689) has signed a deal to buy out Beenos (3328). This is not terribly surprising. That LY got the top three active-ist-ish-y holders with 28%...
Travis Lundy
481 Views
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