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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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bullish
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Toppan Printing
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13 May 2024 21:43
Toppan Printing (7911) Accelerates Buyback Pace and Amount; But Crossholder Sales Lurk
Toppan had good earnings from securities sales. OP should rise this year. Good. They upped the buyback amount and pace, dramatically. Also good....
Travis Lundy
67 Views
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bearish
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Aozora Bank Ltd
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13 May 2024 18:39
Aozora (8304) - Daiwa Securities Group (8601) Tie-Up - Daiwa To Buy 15+%
Aozora wrote down more, sold more, and had worse results. Guidance to Mar25 is still weak. Now Aozora is issuing shares to Daiwa Securities Group...
Travis Lundy
102 Views
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bullish
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I'Rom Group
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13 May 2024 18:08
Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49% Premium)
Blackstone is sponsoring the other part of an MBO where CEO Mori-san who controls 47% is taking out the reasonably fast-growing SMO/CRO business at...
Travis Lundy
144 Views
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bullish
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KDDI Corp
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12 May 2024 23:58
KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux (Another Buyback in H2 Possible)
KDDI announced bad earnings, good forecast, and a big buyback (from Toyota again). Q2 will see on-market buyback impact. KDDI is cheap vs Softbank...
Travis Lundy
353 Views
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bullish
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China International Capital Corporation
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11 May 2024 21:11
A/H Premium Tracker (To 10 May 2024): Excellent Quiddity Portfolio Gains as Hs Rally Huge Vs As
AH Premia narrowed significantly. As an average, they are down near 52wk lows, with most of the move having taken place in the last 3 weeks. Some...
Travis Lundy
324 Views
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