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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Hong Kong
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29 January 2015
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Recent
bullish
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Nippon Yusen Kk
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08 May 2024 21:51
Nippon Yusen (9101) - Another Big Buyback Announced, But Details Matter
Nippon Yusen today announced erns, guidance, a div hike, and an added buyback to last year's new MTMP. The stock reacted well. The buyback is...
Travis Lundy
73 Views
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bullish
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Kawasaki Kisen Kaisha
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07 May 2024 23:26
KLINE (9107) - More Profit, More Shareholder Return 3mo Buyback Inbound
KLINE beat earnings by a bit. Guidance beats Street expectations by a little. But ROE is still a bit low. A big buyback is accretive, and could get...
Travis Lundy
238 Views
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bullish
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Chilled & Frozen Logistics Holdings
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07 May 2024 20:15
Chilled & Frozen's Target Opinion Statement; Chotto Matte (Four Counterbidders)
CnF says "Opinion Withheld" for AZCom's TOB. As of 1 May when AZCom launched, CnF had 4 binding Competing Proposals. Earnings out 9 May likely no...
Travis Lundy
204 Views
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bullish
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SeAH Steel Holdings
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07 May 2024 18:00
Quiddity Leaderboard KOSPI 200 Jun 24: One Last-Minute Change to Rankings
The KOSPI 200 rebal reference period is now finished. There is one change to our expectations for the June 2024 index review based on a share...
Travis Lundy
182 Views
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bullish
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Sigma Healthcare
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06 May 2024 21:51
Sigma Healthcare (SIG AU): ASX200 Inclusion Now, MUCH More Squeezy Fun Later. Maybe...
Sigma Healthcare was announced as an addition to the ASX200 last week. It didn't move a lot in response but it traded HUGE volume. It's partly...
Travis Lundy
369 Views
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