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

Hogy Medical (3593 JP): Reviving Demand for Premium Surgical Kit Products to Drive Future Growth

Hogy Medical (3593 JP): Strong Nine-Month Result as COVID Had Minimal Impact on Surgery Volume

Hogy Medical (3593 JP): Mixed FY23 Result; Soaring Cost to Negatively Impact Profit in FY24

Quiddity Advisors

Event-Driven

<ul>
<li>Hogy Medical's founder passed and there was a re-arranging of deckchairs among the Hoki family ownership in 2021.</li>
<li>Earnings are not growing yet, but the mix is improving on a forward basis and consensus is decidedly more bullish than trend would suggest.</li>
<li>Now the company is buying back a LOT of stock from the Hoki family. This changes things.</li>
</ul>


Hogy Medical's founder passed and there was a re-arranging of deckchairs among the Hoki family ownership in 2021.
Earnings are not growing yet, but the mix is improving on a forward basis and consensus is decidedly more bullish than trend would suggest.
Now the company is buying back a LOT of stock from the Hoki family. This changes things.


Huge Hogy Medical (3593) Buyback from the Founding Family