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

Quiddity Advisors

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/daiei-kankyo-co-ltd" target="_blank" data-smartkarma-citation="entities:36539:1" rel="noopener">Daiei Kankyo (9336 JP)</a> - designer, builder, operator/maintainer of waste management/recycling, soil purification, waste-to-energy, and similar infrastructure - will IPO on the TSE Prime market on 14 December.  </li>
<li>The business is somewhat unexciting, but likely a non-growing, non-shrinking business which could roll up others. </li>
<li>The TSE Prime listing will mean it will have a TOPIX Inclusion at the end of January.</li>
</ul>



Daiei Kankyo (9336 JP) - designer, builder, operator/maintainer of waste management/recycling, soil purification, waste-to-energy, and similar infrastructure - will IPO on the TSE Prime market on 14 December.  
The business is somewhat unexciting, but likely a non-growing, non-shrinking business which could roll up others. 
The TSE Prime listing will mean it will have a TOPIX Inclusion at the end of January.


Daiei Kankyo (9336): TSE Prime IPO and Index Demand