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

Seven & I Holdings: Mega Share Buyback Plan and IPO of North American CVS Unit to Boost Share Price

7&I (3382) - Artisan Writes (Again) And 7&I Updates (Again) - More Positive Outlook Now

7&I (3382) - MBO Off, SC "Engaging Constructively with ACT", Skepticism Higher, Questions And More

7&I (3382) Possibility of YUUUUUGE Buyback?

Seven & I Restructures but Discontent Rises Among Franchisees and Customers

Quiddity Advisors

Event-Driven

<ul>
<li>Today, partway through the day, we got a Bloomberg article suggesting a large-scale buyback was to come. Post-close, we got the full details. </li>
<li>
<em><a href="https://www.7andi.com/library/dbps_data/_material_/localhost/en/release_pdf/2025_0306_ir01en.pdf" target="_blank" rel="noopener">"Seven &amp; i Holdings Announces Plan to Unlock Shareholder Value Through Leadership Changes and Transformational Capital and Business Initiatives"</a></em>. </li>
<li>Sale of York. Management change. Update on Special Committee work with ACT. Commitment to return ¥2trln to shareholders via buybacks by FY2030. Higher divs. IPO of 7-Eleven Inc (US).</li>
</ul>


Today, partway through the day, we got a Bloomberg article suggesting a large-scale buyback was to come. Post-close, we got the full details. 

"Seven &amp; i Holdings Announces Plan to Unlock Shareholder Value Through Leadership Changes and Transformational Capital and Business Initiatives". 
Sale of York. Management change. Update on Special Committee work with ACT. Commitment to return ¥2trln to shareholders via buybacks by FY2030. Higher divs. IPO of 7-Eleven Inc (US).


7&I (3382) - A Starting Point for the Standalone Plan - The Good, The Bad, The Ugly