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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Event-Driven

<p>Yesterday after the close, the Nikkei <a href="http://indexes.nikkei.co.jp/nkave/archives/news/20160712E_1.pdf" target="_blank">announced</a> some changes to the Nikkei 225 Average.</p><h2>The Nikkei Index/Average Changes:</h2><ul>
<li>
<a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391:1">Sharp Corp</a> will be demoted to the TSE Second Section so it will no longer be eligible for inclusion in the Nikkei 225 Average and Nikkei Stock Index 300. It will be deleted August 1 (i.e. out at the close of July 29).</li>
<li>Replacing Sharp in the Nikkei 225 will be <a href="https://www.smartkarma.com/entities/7411" target="_blank" data-smartkarma-citation="entities:7411:1">Yamaha Motor Co Ltd</a> (7272 JP)</li>
<li>Replacing Sharp in the Nikkei Stock Index 300 will be <a href="https://www.smartkarma.com/entities/13316" target="_blank" data-smartkarma-citation="entities:13316:1">M3 Inc</a> (2413 JP)</li>
<li>
<em>Separately, <a href="https://www.smartkarma.com/entities/6421" target="_blank" data-smartkarma-citation="entities:6421:1">Tokyo Dome</a></em>…</li>
</ul>

Yesterday after the close, the Nikkei announced some changes to the Nikkei 225 Average.The Nikkei Index/Average Changes:

Sharp Corp will be demoted to the TSE Second Section so it will no longer be eligible for inclusion in the Nikkei 225 Average and Nikkei Stock Index 300. It will be deleted August 1 (i.e. out at the close of July 29).
Replacing Sharp in the Nikkei 225 will be Yamaha Motor Co Ltd (7272 JP)
Replacing Sharp in the Nikkei Stock Index 300 will be M3 Inc (2413 JP)

Separately, Tokyo Dome…


Yamaha Motors: Nikkei 225 Change Non-Negligible