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

Hitachi Maxell (6810 JP) - Very Big On-Market Buyback

Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of Capital Cost/Stock Price"

Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing

Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of Capital Cost/Stock Price"

Quiddity Advisors

Event-Driven

<ul>
<li>Today, <a href="https://www.smartkarma.com/entities/hitachi-maxell-ltd" target="_blank" data-smartkarma-citation="entities:2484:1" rel="noopener">Maxell Ltd (6810 JP)</a> announced its new MTMP "MEX26 - Commit to Value (CorporateValue,ProfitGrowth)" with lots of consultant-speak and corporate homily.</li>
<li>But they present a capital investment plan, and a capital return plan. These may interest investors. The buyback is the same size as 2019 and 2022. They popped and faded.</li>
<li>Todays tidbits were all announced during the lunch break today, and the stock popped 6% in the PM session on the news.</li>
</ul>


Today, Maxell Ltd (6810 JP) announced its new MTMP "MEX26 - Commit to Value (CorporateValue,ProfitGrowth)" with lots of consultant-speak and corporate homily.
But they present a capital investment plan, and a capital return plan. These may interest investors. The buyback is the same size as 2019 and 2022. They popped and faded.
Todays tidbits were all announced during the lunch break today, and the stock popped 6% in the PM session on the news.


Maxell (6810) Launches New MTMP, A "TSE 'ATIMAoCoC&SP'" Notice, And A Buyback