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

July TOPIX FFW Rebal - Bigger Than Expected

Canon (7751) Buyback Almost Done, TPX Selldown to Come = Trade Vs Ricoh or Basket

July TOPIX FFW Rebal - Update With 2 Days To Go on $3bn a Side

Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics - Index Matters

Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long Demand

Gravity Works As WeWork Doesn't; Now Plan B

Rakuten Bank - Big TOPIX Inclusion Next Week

Quiddity Advisors

Event-Driven

<ul>
<li>The index announcements regarding the the changes to indices following the <a href="https://www.smartkarma.com/entities/rakuten-group-inc" target="_blank" data-smartkarma-citation="entities:31:1" rel="noopener">Rakuten (4755 JP)</a> offering have been a bit weird. </li>
<li>Some of that may have to do with timing. Some is just weird</li>
<li>The result is that there is less to buy this week than I previously expected, and the buying gets dragged out longer.</li>
</ul>


The index announcements regarding the the changes to indices following the Rakuten (4755 JP) offering have been a bit weird. 
Some of that may have to do with timing. Some is just weird
The result is that there is less to buy this week than I previously expected, and the buying gets dragged out longer.


Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly Index But Biglier Non-Index