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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Location:
Hong Kong
Joined:
29 January 2015
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Japan & Hong Kong
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Recent
bullish
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Sun Corp
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22 Jul 2024 20:26
True Wind Raises Partial TOB Price for Sun Corp (6736 JP) By 8%. Not Enough.
True Wind - the original SPAC sponsor for Cellebrite - has raised its Tender Offer Price for a stake in Sun Corp - owner of 50% of CLBT. They still...
Travis Lundy
37 Views
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bullish
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Nippon Yusen Kk
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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...
Travis Lundy
59 Views
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bullish
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Tatsuta Electric Wire & Cable
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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...
Travis Lundy
238 Views
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bullish
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Semiconductor Manufacturing International Corp (SMIC)
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21 Jul 2024 18:11
A/H Premium Tracker (To 19 Jul 2024): SB Bought, NB Sold, HK Crushed Vs A-Shares
As HK stocks got crushed during the week and A-shares did well, and SOUTHBOUND did not seem to buy the banks or SOEs, AH Premia jumped. The carry...
Travis Lundy
288 Views
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bullish
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Cambricon Technologies Lt
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21 Jul 2024 18:07
Mainland Connect NORTHBOUND Flows (To 19 July 2024): A Big Broad Sell in Third Plenum Week
NORTHBOUND's net buy the previous week was a one-off perhaps. This week saw heavy net selling across the board. Not index-weighted.
Travis Lundy
220 Views
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