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

NTT (9432 JP) - Would the Govt Sell All Its Shares? Why? How? How Long? Overhang?

NTT's Really Big/Weird Stock Split Goes Ex- 29 June 2023. Now With D-Points!

NTT (9432) - LDP Consideration of Full Sale Is Not Necessarily Overhang

NTT (Buy) - Q2 22 Results Reaction: Expanded Buyback Is Second Largest Ever

NTT (9432) Buyback Has Come - But NTT Is Gonna Grind Out Better EPS So I'd Keep It

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) / Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nippon-telegraph-telephone-corporation" target="_blank" data-smartkarma-citation="entities:623:1" rel="noopener">NTT (Nippon Telegraph &amp; Telephone) (9432 JP)</a> announced Q2 results today during market hours. The stock had been trading up 1.1% on the day, but fell 1% in 5 minutes.</li>
<li>It then spent the rest of the day grinding higher to end just higher than just before results. </li>
<li>NTT announced another buyback - this one on-market. It is only a little bit of a surprise.</li>
</ul>



NTT (Nippon Telegraph &amp; Telephone) (9432 JP) announced Q2 results today during market hours. The stock had been trading up 1.1% on the day, but fell 1% in 5 minutes.
It then spent the rest of the day grinding higher to end just higher than just before results. 
NTT announced another buyback - this one on-market. It is only a little bit of a surprise.


NTT (Nippon Telegraph & Telephone)

NTT Q2 Results and a New Buyback