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
2.9k
Insights
1.5m
Views
2.1k
Followers
Japan & Hong Kong
•
Equities
•
Event-Driven
•
Quantitative Analysis
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Tatsuta Electric Wire & Cable
•
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
194 Views
Share
bullish
•
Semiconductor Manufacturing International Corp (SMIC)
•
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
250 Views
Share
bullish
•
Cambricon Technologies Lt
•
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
185 Views
Share
bullish
•
COSCO Shipping Holdings
•
21 Jul 2024 18:05
HK Connect SOUTHBOUND Flows (To 19 Jul 2024); Tencent the Big Buy, but Few Banks and a Long Tail
SOUTHBOUND saw significant net buying this past week but to no avail. HK stocks got crushed across the board. A-shares were up on the week, so it...
Travis Lundy
216 Views
Share
bullish
•
Honda Motor
•
18 Jul 2024 22:03
Big Honda (7267) Offering - Flow Timing Matters
The Honda Offering is BIG at ¥500bn but over time, the net overhang is substantially reduced by behavioural expectations, passive buying, a...
Travis Lundy
383 Views
Share
1
2
3
4
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.7
x