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

Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (Mar25), 🚨 Read TSE Update Doc 3 🚨

Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Feb25), TSE Updates

Japan Banks - Near End of Negative Rates BOJ, Deposits with BOJ to See Big Yield Rise, Not Only JGBs

Quiddity Advisors

Event-Driven

<ul>
<li>TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.</li>
<li>611 new CGRs filed since 1-Mar-25. Our tools show every report, links to every document, and a diff file tool. Input a name, see the changes in the reports.</li>
<li>The JPX was curiously quiet itself as far as I can tell. No new governance reports, documents, etc, though there is a small <a href="https://www.jpx.co.jp/english/markets/indices/governance/index-consultation/sjcobq0000013b0b-att/e_consultation13_a1.pdf" target="_blank" rel="noopener">consultation</a> this month on the JPXNikkei400.</li>
</ul>


TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
611 new CGRs filed since 1-Mar-25. Our tools show every report, links to every document, and a diff file tool. Input a name, see the changes in the reports.
The JPX was curiously quiet itself as far as I can tell. No new governance reports, documents, etc, though there is a small consultation this month on the JPXNikkei400.


Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (Apr25), 🚨 AGAIN Read TSE Update Doc 3 🚨

MS&AD Insurance

Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (Apr25), 🚨 AGAIN Read TSE Update Doc 3 🚨