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

LG Corp – The Whitebox Case in Light of Activist Victory at Toshiba

Toshiba – After Crunching the Numbers We Believe Guidance Could Be Punchy

Toshiba Finally Gets Into TOPIX but Beware the Baku  (It's Complicated)

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<p>The <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a> TOPIX Inclusion has a day and a bit to run until the event. </p>
<p>There has been some excess volume since the announcement, but less than the actual inclusion event buying to be done.</p>
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<p>There are reasons why the event itself may have different patterns than some expect.</p>

The Toshiba Corp (6502 JP) TOPIX Inclusion has a day and a bit to run until the event. 
There has been some excess volume since the announcement, but less than the actual inclusion event buying to be done.




There are reasons why the event itself may have different patterns than some expect.

Toshiba TOPIX Inclusion - Weak Excess Volume So Far