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

TOPIX Inclusion Pre-Event Pair Trade: LONG Freee - SHORT Money Forward

TOPIX Inclusions: Who Is READY? 4.1 - Quick Update

TOPIX Inclusions:  New Regulations! Who Is READY? 2.0

JMDC Placement: Discovery of Japanese Ali-Health and Ping'an Good Doctor

2021 High Conviction: McDonald's Japan -  A TOPIX Inclusion BIG Bet

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jmdc-inc" target="_blank" data-smartkarma-citation="entities:28673:1" rel="noopener">JMDC Inc (4483 JP)</a> is an interesting company with a high-flying stock price and valuation. </li>
<li>As one of the larger companies in the TSE Mothers universe, it still had not announced its intentions regarding TSE, and today we have <a href="https://ssl4.eir-parts.net/doc/4483/tdnet/2052268/00.pdf" target="_blank" rel="noopener">the reason why</a>. </li>
<li>JMDC will move from Mothers to TSE1 on 29 November, and this will be a biggie. </li>
</ul>



JMDC Inc (4483 JP) is an interesting company with a high-flying stock price and valuation. 
As one of the larger companies in the TSE Mothers universe, it still had not announced its intentions regarding TSE, and today we have the reason why. 
JMDC will move from Mothers to TSE1 on 29 November, and this will be a biggie. 


JMDC

A Really BIG Event for JMDC (4483)