Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
Travis Lundy
Pan-Asia Catalysts/Events
•
Quiddity Advisors
Message
Follow
Location:
Hong Kong
Joined:
29 January 2015
2.8k
Insights
1.3m
Views
2.0k
Followers
Japan & Hong Kong
•
Equities
•
Event-Driven
•
Quantitative Analysis
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Koito Manufacturing
•
28 Mar 2024 20:40
Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger Shareholder Returns Planned
Koito Mfg announces a MTM and a larbigge buyback. Cross-holders sold the last one; could sell this one too. Combo of accretion, div, EPS growth,...
Travis Lundy
292 Views
Share
bullish
•
Lawson Inc
•
27 Mar 2024 21:50
KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too Cheap
The KDDI Tender Offer for Lawson actually makes some sense. There are significant synergies available. There is growth. But the valuation doesn't...
Travis Lundy
393 Views
Share
bearish
•
Fast Retailing
•
27 Mar 2024 12:24
Fast Retailing (9983) - Now At Double Downweight Levels
Now clearly into double-sell territory but nota bene: A double sell only works for the first couple of %, then we're back into single-sell...
Travis Lundy
868 Views
Share
bearish
•
Welcia Holdings
•
26 Mar 2024 10:16
Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by Merger! [Redux]
The idea of holding the potential targets (Sundrug, Sugi, Cosmo, Kusuri no Aoki, Create SD, Ain, Nihon Chozai) against a short (or implied short)...
Travis Lundy
568 Views
Share
bullish
•
ZOZO Inc
•
25 Mar 2024 08:49
Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs Update
The Mar24 N225 rebal has 5 days to run. So far, 3 of 4 stocks ADDed or UPweighted are up vs N225. DELETEs are down. There is a big funding sell....
Travis Lundy
424 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.28.3
x