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

JAPAN ACTIVISM:  Murakami-San Does a Rug-Pull on Pac Metals (5541).... Again

FINAL PREDICTIONS: March 2024 Nikkei 225 Rebal (Socionext, Disco, and 1 Consumer Goods Stock to ADD)

JAPAN ACTIVISM:  Is Murakami-San Going To Do A PacMetals Rug Pull on Aozora? Or Is This For Real?

March 2024 Nikkei 225 Rebal:  Socionext, Disco, and a Consumer Goods Stock, Still

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday after the close, activist Murakami-san's entity City Index Eleventh reported a 5.76% position in beleaguered-now-smallcap ferro-nickel and nickel producer <a href="https://www.smartkarma.com/entities/pacific-metals-co-ltd" target="_blank" data-smartkarma-citation="entities:3439:1" rel="noopener">Pacific Metals (5541 JP)</a>. </li>
<li>The company continues to lose a LOT of money. It is cheap at 0.4x book. </li>
<li>But there are interesting things going on. And Murakami-san has a.... uh.... history here.</li>
</ul>


Yesterday after the close, activist Murakami-san's entity City Index Eleventh reported a 5.76% position in beleaguered-now-smallcap ferro-nickel and nickel producer Pacific Metals (5541 JP). 
The company continues to lose a LOT of money. It is cheap at 0.4x book. 
But there are interesting things going on. And Murakami-san has a.... uh.... history here.


JAPAN ACTIVISM:  Murakami-San Goes Substantial on Pacific Metals (5541).... Again