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 HSCEI Mar 24 Flow Expectations: Zhongsheng (881 HK) Downtrend Could Continue

Quiddity Leaderboard MV J-Gold Miners Mar 24: One High-Conviction DEL and More Low-Conviction Cases

Quiddity Leaderboard DAX/MDAX Mar 24: M&A Candidates Morphosys and Vitesco Could Face Index Flows

Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More

Newcrest-Newmont Merger: Fancy Index Shenanigans

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>As warned in <a href="https://www.smartkarma.com/insights/newcrest-newmont-merger-fancy-index-shenanigans" target="_blank" data-smartkarma-citation="insights:113359" rel="noopener">Newcrest-Newmont Merger: Fancy Index Shenanigans</a> in October, the merger construct meant flowfront, index flowback, then later index flowback.</li>
<li>We are now between the second and third events. The data on the third is there, but it won't be obvious to everyone. </li>
<li>There should be a large, not publicly announced, downweight on <a href="https://www.smartkarma.com/entities/newmont-corp" target="_blank" data-smartkarma-citation="entities:40416:1" rel="noopener">Newmont (NEM AU)</a> in the March 2024 index review for the major local indices.</li>
</ul>


As warned in Newcrest-Newmont Merger: Fancy Index Shenanigans in October, the merger construct meant flowfront, index flowback, then later index flowback.
We are now between the second and third events. The data on the third is there, but it won't be obvious to everyone. 
There should be a large, not publicly announced, downweight on Newmont (NEM AU) in the March 2024 index review for the major local indices.


Newmont's Upcoming (March 2024) ASX Selldown