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

A/H Premium Tracker (2 Wks to 13 Mar 26); AH Wider Again - Pharmas & Tech Too Wide

HK Connect SOUTHBOUND Flows (2 Wks to 13Mar2026) - Higher Volumes, Lots of ETF Trading, Net Inflows

HK Connect SOUTHBOUND Flows (Week After Spring Festival 2026) - Volatile Spreads, Gently Wider

A/H Premium Tracker (2 Weeks to 6 Feb 2026):  Slight H/A Under-Perf

HK Connect SOUTHBOUND Flows (2Wks To 6Feb26) -  Tencent Bought Bigly, China Mobile Sell Streak Ends

Quiddity Advisors

Event-Driven

<ul>
<li>AH Premia continues to trend slightly higher on average. The week before Spring Festival saw Hs outperform. Last week saw the rebound. </li>
<li>There continue to be some really big moves on pairs. This past week it was <a href="https://www.smartkarma.com/entities/yangtze-optical-fibre-and-h" target="_blank" data-smartkarma-citation="entities:83:1" rel="noopener">Yangtze Optical Fibre And H (6869 HK)</a> </li>
<li>The data tables below update daily in the <a href="https://www.smartkarma.com/tools" target="_blank" rel="noopener">Tools</a> section of Smartkarma. The <a href="https://www.smartkarma.com/tools/quiddity/south-flow-monitor" target="_blank" rel="noopener">Southbound Flow Monitor</a> and <a href="https://www.smartkarma.com/tools/quiddity/ah-shares-monitor" target="_blank" rel="noopener">AH Pairs Monitor</a> are both there - free for all SK readers. Recently used are now sticky.</li>
</ul>


AH Premia continues to trend slightly higher on average. The week before Spring Festival saw Hs outperform. Last week saw the rebound. 
There continue to be some really big moves on pairs. This past week it was Yangtze Optical Fibre And H (6869 HK) 
The data tables below update daily in the Tools section of Smartkarma. The Southbound Flow Monitor and AH Pairs Monitor are both there - free for all SK readers. Recently used are now sticky.


Yangtze Optical Fibre and Cable (6869 HK)

A/H Premium Tracker (Weeks Spanning Spring Festival to 27 Feb 2026)

JOINN Laboratories

A/H Premium Tracker (Weeks Spanning Spring Festival to 27 Feb 2026)