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Top 5%
Travis Lundy
Pan-Asia Catalysts/Events
•
Quiddity Advisors
Location:
Hong Kong
Joined:
29 January 2015
2.8k
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1.3m
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2.0k
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Japan & Hong Kong
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Equities
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Recent
bullish
•
Lawson Inc
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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...
Travis Lundy
275 Views
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bearish
•
Fast Retailing
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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...
Travis Lundy
849 Views
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bearish
•
Welcia 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)...
Travis Lundy
565 Views
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bullish
•
ZOZO Inc
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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....
Travis Lundy
401 Views
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bullish
•
TSE Tokyo Price Index TOPIX
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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...
Travis Lundy
736 Views
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