Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

2022 JPX Nikkei 400 Rebal Update - Going the Right Way

Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy Involved

JPX-Nikkei 400 2022 Rebal: Final Pre-Event Phase Strategy Worked. What Next?

JPX-Nikkei 400 2022 Rebal: Final Predictions

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>The Ninth Annual JPX Nikkei 400 Index Review was announced on Friday 5 August. There are 36 Inclusions, 34 Deletions. They are mostly in line with <a href="https://www.smartkarma.com/profiles/janaghan-jeyakumar-cfa" target="_blank" data-smartkarma-citation="accounts:3173" rel="noopener">Janaghan Jeyakumar, CFA</a>'s predictions.</li>
<li>The "BIG SELL" is <a href="https://www.smartkarma.com/entities/oriental-land-co-ltd" target="_blank" data-smartkarma-citation="entities:13517:1" rel="noopener">Oriental Land (4661 JP)</a>. The "BIG BUY" is <a href="https://www.smartkarma.com/entities/softbank-corp" target="_blank" data-smartkarma-citation="entities:27445:1" rel="noopener">Softbank Corp (9434 JP)</a> as he predicted 11 months ago. There are some down-weights from capping.</li>
<li>Oriental Land is also a potential Nikkei 225 Inclusion as discussed in <a href="https://www.smartkarma.com/insights/nikkei-225-sep22-annual-review-data-final-predictions-unch-d-strategy-involved" target="_blank" data-smartkarma-citation="insights:74700" rel="noopener">Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy Involved</a>. </li>
</ul>


The Ninth Annual JPX Nikkei 400 Index Review was announced on Friday 5 August. There are 36 Inclusions, 34 Deletions. They are mostly in line with Janaghan Jeyakumar, CFA's predictions.
The "BIG SELL" is Oriental Land (4661 JP). The "BIG BUY" is Softbank Corp (9434 JP) as he predicted 11 months ago. There are some down-weights from capping.
Oriental Land is also a potential Nikkei 225 Inclusion as discussed in Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy Involved. 


NTT (Nippon Telegraph & Telephone) (9432 JP)

2022 JPX Nikkei 400 Rebal - 36 IN, 34 OUT, 4.9% One Way