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Quiddity Advisors

Quiddity Advisors
Pan-Asia Catalysts/Events

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bullishAlps Logistics
09 May 2024 22:41

Logisteed/KKR Bid BIGLY for Alps Logistics (9055). A Gobsmacking Price/Multiple

KKR/Logisteed has bid a very high price to buy out Alps Logistics from Alps Alpine and minorities. Shareholder structure and a 195% premium to...

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bullishCELSYS
09 May 2024 16:49

TOPIX Inclusions: Who Is Ready (May 2024)

I expect Basket A to continue to outperform Basket B over the next few weeks. Basket A and B consists of names that can satisfy 6/6 and 5/6...

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09 May 2024 11:44

HK CEO & Director Dealings (9 May 2024): Lawrence Adds More Melco; Ng Adds More Sino Land

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website.  These insights also flag those companies where...

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bearishAlps Logistics
09 May 2024 08:48

KKR Deal for Alps Logistics (9055) Appears Imminent

KKR appears near a deal to buy Alps Logistics - Alps Alpine's distribution company. The deal was rumoured end-Feb and the stock has doubled since....

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bullishNippon Yusen Kk
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...

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