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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Location:
Hong Kong
Joined:
29 January 2015
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Recent
bearish
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Roland DG Corp
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26 Apr 2024 21:50
Taiyo Pacific Overbids Brother for Roland DG (6789)
Taiyo has overbid Brother's overbid of Taiyo's original bid for Roland DG. Roland has re-recommended. "Dis-synergies" has more consideration behind...
Travis Lundy
200 Views
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bullish
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Mimasu Semiconductor Industry
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25 Apr 2024 21:13
18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap But Whatchagonnado?
Shin-Etsu Chem is buying out sub Mimasu Semi 19yrs after buying in. It's too cheap, but it's an all-time high, and this company hasn't had activist...
Travis Lundy
315 Views
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bearish
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Toyota Industries
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25 Apr 2024 19:39
Denso's Big Multi-Year Toyota Industries (6201) Selldown
Toyota Inds got sold on news of Denso's selldown. It's 6-7% of ADV for 2.5yrs so reasonable to expect heaviness. But while forward EPS ratios...
Travis Lundy
920 Views
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bearish
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Keisei Electric Railway Co
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25 Apr 2024 13:34
Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing
Palliser has re-engaged with a Demand with vague hints of active measures if not mollified. I think Keisei will reject but will make a policy. My...
Travis Lundy
355 Views
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bullish
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Nikon Corp
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24 Apr 2024 20:27
Nikon (7731) - Beware The Bloomberg Headline But There's Value Here
Nikon is a cheap company with dual personalities, which keeps its multiple low. It has cash and securities too. Silchester bought 5% and Bloomberg...
Travis Lundy
360 Views
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