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 CorpGov] TSE "Mgmt Conscious" Reports (Sep25), TSE Presents Interesting Feedback

[Japan CorpGov] TSE "Mgmt Conscious" Reports (Jul25), Minor Updates

[Japan CorpGov] TSE "Mgmt Conscious" Reports (Jun25), Minor Updates

Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (May25), Minor Updates

Quiddity Advisors

Event-Driven

<ul>
<li>TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.</li>
<li>783 new CGRs filed in July 2025 (after 1,389 in June). Our tools show every report, links to every document, and a diff-file tool. Input a name, see the changes.</li>
<li>The JPX Council of Experts met on 9 July. The parent-sub changes are slow to come. </li>
</ul>


TSE-Listed companies are asked to file "Management Conscious of Capital Cost/Stock Price" awareness reports/policies. Many have. Some are still working on it. And policies change, and CGR reports are updated.
783 new CGRs filed in July 2025 (after 1,389 in June). Our tools show every report, links to every document, and a diff-file tool. Input a name, see the changes.
The JPX Council of Experts met on 9 July. The parent-sub changes are slow to come. 


[Japan CorpGov] TSE "Mgmt Conscious" Reports (Aug25), Changes to Code of Corporate Conduct

MS&AD Insurance

[Japan CorpGov] TSE "Mgmt Conscious" Reports (Aug25), Changes to Code of Corporate Conduct