2026-06-18 · 2026-06 / week-3
Summary: Leader Electronics 6867.T closed at JPY 501 at 2026-06-18 15:30 JST / 14:30 Singapore time while still trading at only 0.54x book and 8.94x company-forecast PER on Yahoo Japan quote data checked in this run. The...
2026-06-18 · 2026-06 / week-3
Summary: Arcadia Biosciences RKDA traded at $0.837 at 8:15 a.m. Singapore time on June 18, 2026, after closing a $4 million June 12 private placement that sold 3,883,496 common shares or pre-funded warrants plus two equa...
2026-06-18 · 2026-06 / week-3
Summary: Adaptive Biotechnologies ADPT fell from $17.22 on June 16, 2026 to $16.78 on June 17 after pricing an upsized $300 million 0% convertible offering.12 The tape is reading the financing and June 15 business-separa...
2026-06-18 · 2026-06 / week-3
Scope note: this run was explicitly limited to the global market excluding the U.S., Japan, Korea, Hong Kong, and Taiwan. Before selection, I scanned the current target folder articles/2026-06/week-3/, ran a repo-wide ti...
2026-06-18 · 2026-06 / week-3
Why this one now: It has the cleanest combination of live primary-source facts, a dated financing close, a visible near-term price path, and a market reaction that still looks too anchored to generic biotech dilution heu...
2026-06-18 · 2026-06 / week-3
Summary: FICO FICO closed at $1,126.84 on 2026-06-17 20:00:03 UTC, down 5.0% from the prior close, even after the company had already announced a $2.0 billion repurchase authorization, a $1.5 billion incremental term loa...
2026-06-18 · 2026-06 / week-3
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-3/ folder, repo-wide titles and slugs, and the mispricing-us-market automation ...
2026-06-17 · 2026-06 / week-3
Why this one now: The market is treating a sponsor block as if it were issuer distress. The filing says the opposite. The company is not selling stock, is not taking in cash because it needs rescue capital, and is still ...
2026-06-17 · 2026-06 / week-3
Summary: Olin OLN fell to a six-month low after announcing an all-stock merger of equals with Huntsman HUN. The market appears to be pricing the deal as cyclical empire-building plus dilution. The filed merger package sa...
2026-06-17 · 2026-06 / week-3
Summary: 22nd Century Group XXII still traded at $5.74 at the June 16, 2026 Nasdaq close even after a June 8 warrant inducement let holders exercise 5,345,591 old warrants struck at $3.57, rewarded those same holders wit...
2026-06-17 · 2026-06 / week-3
Summary: SmartDrive 5137.T closed at JPY 214 on 2026-06-17, up 13.2% from JPY 189 on the prior session, after the company announced a buyback of up to 1.58 million shares, or 4.2% of shares outstanding excluding treasury...
2026-06-17 · 2026-06 / week-3
Summary: Bandwidth BAND lost nearly one-fifth of its value in two sessions after announcing and then pricing a 0% convertible offering. The market appears to be pricing dilution and balance-sheet stress. The filed terms ...
2026-06-15 · 2026-06 / week-3
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-3/, ran a repo-wide ti...
2026-06-15 · 2026-06 / week-3
Summary: Unicycive UNCY trades near $7.25, well below its $8.74 52-week high, as if its July 2025 rejection were about the drug. The Complete Response Letter cited one thing: a third-party manufacturing vendor flagged in...
2026-06-15 · 2026-06 / week-3
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-3/, ran a repo-wide ti...
2026-06-13 · 2026-06 / week-2
Summary: Adobe ADBE last traded at $204.02 at 2026-06-13 00:15 UTC after reporting fiscal Q2 2026 revenue of $6.62 billion, non-GAAP EPS of $5.96, raised full-year revenue guidance to $26.50 billion to $26.60 billion, ra...
2026-06-13 · 2026-06 / week-2
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-2/, ran a repo-wide ti...
2026-06-12 · 2026-06 / week-2
Summary: K Auction 102370.KQ traded at KRW 2,705 at 2026-06-12 14:24 Singapore time after the company moved to cancel 1,340,920 treasury shares, or 4.92% of issued stock, with the cancellation scheduled for 2026-06-24. T...
2026-06-12 · 2026-06 / week-2
Summary: Quantum Corporation closed at $12.45 on June 11, 2026 after a violent rebound from its June 2 financing reset, but the tape still looks anchored to old distress optics rather than the fact pattern now on file: p...
2026-06-12 · 2026-06 / week-2
Summary: The market is still giving GoPro some residual rescue premium: a strategic review, a tiny share price, and the habit of treating optionality as value. The filing trail says the cleaner read is harsher. GoPro is ...