Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The near-term Supply/Demand Balance is helped or hurt - depending on how well the deal has been placed to retail, by overseas bank turmoil. </li>
<li>Quality of placement to retail is tough to know from outside. We have near-term offsets with both index demand and dividend looming.</li>
<li>The biggest near-term differentiator in possible supply/demand outcomes is, of course, in the hands of the TSE Index team. And we just don't know.</li>
</ul>

Japan Post Bank

Japan Post Bank (7182) - The Flow Calendar