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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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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...

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bearishAichi Steel
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?...

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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...

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bullishNippon Road
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...

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bearishGMO Internet
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...

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