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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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27 Apr 2025 20:26

Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance May Not Win)

Toyota chair Akio TOYODA has proposed to take Toyota Inds private. This is not for forklifts but for future TM ownership. This is where TICO...

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26 Apr 2025 23:41

A/H Premium Tracker (To 25 Apr 2025):  AH Premia Fall Sharply; "Feels" Risk-On But Noisy Spreads

AH Premia fell this week as HK stocks outperformed A-shares. It isn't clear why but the risk-on market rebounds helped. Still too noisy to take AH...

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bullishTencent
26 Apr 2025 23:38

HK Connect SOUTHBOUND Flows (To 25 Apr 2025); First Net Sell in Ages, Led by Heavy SOE Selling

SOUTHBOUND activity low again this 4-day week. Trade tantrums not helping, but markets up despite SOUTHBOUND net selling for the first time in a...

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26 Apr 2025 11:19

Shin-Etsu Chemical (4063) - OK Earnings, OK Forecast, But Ground-Breaking Buyback

ShinEtsu Chemical is plugging along. Earnings were OK, Guidance is OK not beautiful (is anyone's now?) but they announced a Very Big Buyback. 5x...

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25 Apr 2025 16:18

YAGEO and Shibaura Still Fighting, Minebea Likely to Bid Up, The Question Is Another YAGEO Overbid

Everyone awaits Minebea's revised bid, which could come any time. Shares are 7.4% through YAGEO's 20% overbid of Minebea's old terms. This gets...

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