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 Leaderboard CSI 300/​​500 Dec 24: Final-Minute Changes to Expectations; Time for a Trade

Quiddity Leaderboard SSE50/180 Dec 24: Multiple Changes to Expectations; ~US$2.3bn Collective Flows

Quiddity Leaderboard STAR 50/100 Dec 24: Four Changes Possible for STAR 100

JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than Market

Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT, Again; Minimal Surprise Factor

Mar25 Nikkei 225 Rebal: Considering Fast Retailing Capping.... Again...

Quiddity Advisors

Event-Driven

<ul>
<li>The Sep24 Nikkei 225 Rebal was odd. They could have done 3. They did 2. For now, I <em>still</em> see 2 IN and 2 OUT for the Mar25 Nikkei225 Rebal.</li>
<li>There is also a capping event for Fast Retailing which on mild outperformance could become a double-capping event. It briefly went double, approaching triple, but is now single capping again.</li>
<li>There is still a tech bent to potential ADDs. Some Consumer Goods stocks need stock splits to get in. Longer-term, the TOPIX methodology Rejig is an interesting angle. to changes.</li>
</ul>


The Sep24 Nikkei 225 Rebal was odd. They could have done 3. They did 2. For now, I still see 2 IN and 2 OUT for the Mar25 Nikkei225 Rebal.
There is also a capping event for Fast Retailing which on mild outperformance could become a double-capping event. It briefly went double, approaching triple, but is now single capping again.
There is still a tech bent to potential ADDs. Some Consumer Goods stocks need stock splits to get in. Longer-term, the TOPIX methodology Rejig is an interesting angle. to changes.


Pan Pacific International Holdings (7532 JP)

Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT; Lots of Movement but the Same Names

Kokusai Electric

Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT; Lots of Movement but the Same Names