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

S&P/​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance

The Weird Ways of the Aventus/HomeCo Daily Needs Index Rebalances (ASX200)

S&P/ASX Indices: March 2022 Rebalance Update and Post-Inclusion Outlook

S&P/​​​ASX Indices: March 2022 Index Changes and Trading Strategy

Quiddity Advisors

Event-Driven

<ul>
<li>This morning pre-open, <a href="https://www.smartkarma.com/entities/hochtief-ag" target="_blank" data-smartkarma-citation="entities:21652:1" rel="noopener">Hochtief AG (HOT GR)</a> announced that it now owned 89.77% of <a href="https://www.smartkarma.com/entities/cimic-group-ltd" target="_blank" data-smartkarma-citation="entities:20030:1" rel="noopener">CIMIC Group Ltd (CIM AU)</a>. That gets awfully close to the level for squeezeout. </li>
<li>Today post-close, the S&amp;P ASX Indices announced that <a href="https://www.smartkarma.com/entities/cimic-group-ltd" target="_blank" data-smartkarma-citation="entities:20030:1" rel="noopener">CIMIC Group Ltd (CIM AU)</a> would be deleted from, and <a href="https://www.smartkarma.com/entities/homeco-daily-needs-reit" target="_blank" data-smartkarma-citation="entities:33526:1" rel="noopener">HomeCo Daily Needs REIT (HDN AU)</a> added to ASX200 on 11 April. </li>
<li>This is a non-negligible event for HomeCo Daily Needs, but was relatively well-flagged.</li>
</ul>


This morning pre-open, Hochtief AG (HOT GR) announced that it now owned 89.77% of CIMIC Group Ltd (CIM AU). That gets awfully close to the level for squeezeout. 
Today post-close, the S&amp;P ASX Indices announced that CIMIC Group Ltd (CIM AU) would be deleted from, and HomeCo Daily Needs REIT (HDN AU) added to ASX200 on 11 April. 
This is a non-negligible event for HomeCo Daily Needs, but was relatively well-flagged.


HomeCo Daily Needs Moves to ASX200 (CIMIC Out)