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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Hong Kong
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29 January 2015
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Quantitative Analysis
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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
102 Views
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bullish
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Amvis Holdings Inc
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23 Apr 2024 18:46
Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a Side
Earnings releases in tech will start to pick up the next few days, and while the market is open on the 29th then also on the 1st and 2nd, the 5-day...
Travis Lundy
734 Views
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bullish
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Great Wall Motor
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22 Apr 2024 20:35
RMB Dual Counter Trading Is Coming - This Changes AH Relationships
The CSRC has in principle approved HK-listed RMB Dual Counter stocks for southbound eligibility. There are wrinkles to iron out but they should be...
Travis Lundy
416 Views
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bullish
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Great Wall Motor
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22 Apr 2024 16:59
A/H Premium Tracker (To 19 Apr 2024): Liquid AH Premia Even Higher; Lots Of "Carry" In The Market
Significant weakness in H vs A suggests arb/relval unwinding as As are up on the week, HK indices down, and H discounts to A widen sharply.
Travis Lundy
261 Views
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bullish
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Tencent
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22 Apr 2024 14:10
HK Connect SOUTHBOUND Flows (To 19 Apr 2024); Strong Net Buying on Energy/Finance/Telco SOEs. Again.
Strong HK SOUTHBOUND Connect buying, again. HKD $32.1bn which is very strong. Energy, Finance, and Telco SOEs continue to dominate. Some may be...
Travis Lundy
294 Views
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