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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Hong Kong
Joined:
29 January 2015
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Recent
bearish
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Shinko Electric Industries
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05 May 2024 21:31
Shinko Electric (6967) - Break/Gap Risk Early May 2024 Update
Time has passed, lifting annualised return to deal completion, but Shinko Electric has still larger gap risk as Ibiden's price/guidance has fallen...
Travis Lundy
209 Views
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bullish
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Contemporary Amperex Technology (CATL)
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05 May 2024 18:57
Mainland Connect NORTHBOUND Flows (To 30-Apr/3-May 2024): Big Volumes, Low Net; As Will Play Catchup
NORTHBOUND saw net buying and in general A-shares outperformed HK stocks on Monday and Tuesday, but mainland markets were closed the rest of the...
Travis Lundy
161 Views
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bullish
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ICBC (H)
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05 May 2024 17:21
A/H Premium Tracker (To 3 May 2024): Minimal Moves in 2-Day Week
AH Premia were mixed this past 2-day week. High premia saw As outperform. Low premia saw Hs outperform. HK stocks boomed Thurs/Fri so As may boom...
Travis Lundy
178 Views
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bullish
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Tencent
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05 May 2024 17:21
HK Connect SOUTHBOUND Flows (To 30-Apr/3-May 2024); Banks/SOEs Bought, Meituan, Tencent, Mobile Sold
SOUTHBOUND traded only two days this week as Mainland markets were closed Weds onward. Still, they were net buyers. HK ramped sharply Thursday and...
Travis Lundy
230 Views
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bearish
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Oriental Land
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03 May 2024 15:37
Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of Capital Cost/Stock Price"
The TSE request for "Management Conscious of Stock Price and Cost of Capital" announcements mid-month just show a list of who did. No links. No way...
Travis Lundy
330 Views
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