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

Plus Alpha Consulting IPO – Hits Just Right on the Talent Palette

Plus Alpha Consulting IPO – Financials and Valuation Suggest a Pop

TOPIX Inclusions: Who Is Ready (Jul 2023)

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>Plus Alpha Consulting (4071 JP) listed on TSE Growth at end-June 2021 at ¥2300/share, which was 90x the trailing fiscal year's earnings. but only about 65x then-current year earnings.</li>
<li>The stock popped 20+% on Day 1 to close ¥2803. Last Friday, two years and 13% higher at ¥3185/share, the company announced a Secondary Offering and move to TSE Prime.</li>
<li>It's a big offering. It's a smaller TOPIX inclusion event. Next spring we'll see more upweights.  </li>
</ul>


Plus Alpha Consulting (4071 JP) listed on TSE Growth at end-June 2021 at ¥2300/share, which was 90x the trailing fiscal year's earnings. but only about 65x then-current year earnings.
The stock popped 20+% on Day 1 to close ¥2803. Last Friday, two years and 13% higher at ¥3185/share, the company announced a Secondary Offering and move to TSE Prime.
It's a big offering. It's a smaller TOPIX inclusion event. Next spring we'll see more upweights.  


Plus Alpha Consulting (4071 JP) - ¥30bn Offer Leads to ¥5bn TOPIX Inclusion