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

Anycolor (5032 JP) - Moving to Prime Next Week, TOPIX Inclusion Next Month

TOPIX Inclusions: Who Is Ready (Jun 2023)

Quiddity Flow Expectations for DAX Jun 23 Rebal: Evotec Is the Main Surprise

2023 High Conviction - Anycolor (5032) Aiming at TSE Prime and TOPIX - And How!

Anycolor (5032) Overseas Offering - Pre-IPO VCs Selling This High Growth Name

Anycolor (5032 JP) Shareholder Structure Now And Future

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/anycolor-inc" target="_blank" data-smartkarma-citation="entities:36618:1" rel="noopener">Anycolor (5032 JP)</a> reported Q3 results today. 9mo Revenue is now above the lower end of original forecasts for the full-year. 9mo OP is 25% higher than the original mid-range.</li>
<li>The net profit forecast is now up 51% from the original mid-range, and up 128% on the year. The stock has cratered. Badly. </li>
<li>It is now 19x April 2023 earnings for 90% revenue growth and 150% Net Profit growth and 40% OPM in the last quarter. Go figure.</li>
</ul>



Anycolor (5032 JP) reported Q3 results today. 9mo Revenue is now above the lower end of original forecasts for the full-year. 9mo OP is 25% higher than the original mid-range.
The net profit forecast is now up 51% from the original mid-range, and up 128% on the year. The stock has cratered. Badly. 
It is now 19x April 2023 earnings for 90% revenue growth and 150% Net Profit growth and 40% OPM in the last quarter. Go figure.


Anycolor (5032 JP) Shows Its Colours - Great Quarter Guys! and TOPIX-Bound