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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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bullish
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Technopro Holdings
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16 May 2025 13:57
[Japan M&A] TechnoPro Holdings (6028) May Be Up For Grabs
A specialist M&A news service suggests TechnoPro Holdings may be a take-private candidate with bids due in 6 weeks. It doesn't not make sense. I...
Travis Lundy
477 Views
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bearish
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Aichi Steel
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16 May 2025 09:17
[Japan Activism?] Toyota Group Equity Affiliate and Murakami Target Aichi Steel Does Large ToSTNeT-3
Aichi Steel was a very low PBR stock a year ago. Murakami-san targeted it. It went up. Now the company did a large buyback at 0.7x book. Who sold?...
Travis Lundy
303 Views
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bullish
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Sumitomo Mitsui Construction
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15 May 2025 07:58
[Japan M&A/Activism] Infroneer To Buy Out Activist Target Sumi Mits Construction (1821) Cheapish
Infroneer does a deal to buy beleaguered Sumitomo Mitsui Construction, "saving" it from activist Murakami-san's 29% ownership. The deal comes light...
Travis Lundy
273 Views
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bullish
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Nippon Road
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14 May 2025 22:19
[Japan M&A] - Three+ Years Later, Shimizu Comes In To Buy Out Minorities in Nippon Road (1884)
Shimizu TOB for Nippon Road. This was expected. Round 2 is again at a low price and despite the fact synergies are de rigueur for this kind of deal...
Travis Lundy
294 Views
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bearish
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GMO Internet
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14 May 2025 17:02
GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID LIKE THE PLAGUE
GMO Internet was the subject of a reverse takeover on January 1. The stock has risen sharply because of a low-float squeeze. Now comes the HUGE...
Travis Lundy
531 Views
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