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

[Quiddity Index Jan25] Nikkei 225 Mar Rebal: 3 IN, 3 OUT, $3bn One Way

Kokusai Electric (6525) - Upcoming Lockup Expiry And BIG Index Demand

SHIFT (3697) The Next - Potential Big Index Add

BayCurrent Consulting (6532) - High Growth, OK Multiple, Big Index Inclusion Coming Up?

Quiddity Advisors

Event-Driven

<ul>
<li>Unless Fast Retailing (9983) underperforms Nikkei 225 by 10% by Friday close, there will be a capping exercise at the next Nikkei 225 Rebalance at the end of March 2025.</li>
<li>The evolution of tech stock movement in Japan in the next day or three is important to watch. There will be effects.</li>
<li>The setup very near-term could be pretty interesting, and worth watching.</li>
</ul>


Unless Fast Retailing (9983) underperforms Nikkei 225 by 10% by Friday close, there will be a capping exercise at the next Nikkei 225 Rebalance at the end of March 2025.
The evolution of tech stock movement in Japan in the next day or three is important to watch. There will be effects.
The setup very near-term could be pretty interesting, and worth watching.


Fast Retailing (9983) Capping Decision This Week - Single or Double Dose?