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Travis Lundy

Travis Lundy
Pan-Asia Catalysts/Events
Quiddity Advisors

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Japan & Hong Kong Equities Event-Driven Quantitative Analysis
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bullishLawson Inc
27 Mar 2024 21:50

KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too Cheap

The KDDI Tender Offer for Lawson actually makes some sense. There are significant synergies available. There is growth. But the valuation doesn't...

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bearishFast Retailing
27 Mar 2024 12:24

Fast Retailing (9983) - Now At Double Downweight Levels

Now clearly into double-sell territory but nota bene: A double sell only works for the first couple of %, then we're back into single-sell...

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bearishWelcia Holdings
26 Mar 2024 10:16

Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by Merger! [Redux]

The idea of holding the potential targets (Sundrug, Sugi, Cosmo, Kusuri no Aoki, Create SD, Ain, Nihon Chozai) against a short (or implied short)...

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bullishZOZO Inc
25 Mar 2024 08:49

Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs Update

The Mar24 N225 rebal has 5 days to run. So far, 3 of 4 stocks ADDed or UPweighted are up vs N225. DELETEs are down. There is a big funding sell....

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25 Mar 2024 01:27

JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs Pensions

Moving forward in time, we have more foreign buying, and coming up this week, we have both a large net buying event for dividend reinvestment on...

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