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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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bearishKKR & Co
19 Apr 2024 16:36

Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible

For the moment, there are 1-2 changes expected in Q2 for the S&P500. They could both be intra-review changes but timing is likely to be late. So...

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bearishDoosan Robotics
19 Apr 2024 11:37

Quiddity Leaderboard KOSPI 200 Jun 24: Four Changes Likely

The June 2024 KOSPI Review has most of the same names on the leaderboard as last month. There are now four expected changes. Still tough to trade.

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17 Apr 2024 22:54

Shinko Electric (6967) - Break/Gap Risk Update

The JIC deal for Shinko Electric still has ~6mos to go until it gets settled. And that is if the schedule goes to plan. China delay risk is real,...

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bullishJSR Corp
17 Apr 2024 18:13

JSR (4185) - Deal Done, Now Back End Arbs Need To Be Card Counters

The JIC deal for JSR is now done. Tendered total came in higher than I expected. I think that warrants a bit of care on the part of those who might...

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bullishFuji Oil Co Ltd
16 Apr 2024 22:19

Idemitsu (5019): First SumiChem's, Now JERA's Stake in Fuji Oil (5017) To Go to 22%. It's Coming...

Idemitsu has bought two corporate stakes in Fuji Oil to go from 6+% to nearly 22%. This is not a big surprise. There's history. Medium-long-term, a...

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