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

Nihon Parkerizing (4095) - 3mos Left on Big Buyback

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

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

Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (Apr25), 🚨 AGAIN Read TSE Update Doc 3 🚨

Japan CorpGovReports: TSE "Mgmt Conscious Blah Blah" (Mar25), 🚨 Read TSE Update Doc 3 🚨

Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Feb25), TSE Updates

Quiddity Advisors

Quantitative Analysis

<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>370 new CGRs filed since 1-Apr-25. Our tools show every report, links to every document, and a diff file tool. Input a name, see the changes in the reports.</li>
<li>The JPX Council of Experts met on 22 April. Mgmt Conscious updates came this month. Parent-sub follow-ups in Fall/Winter 2025. Slow. 'Going Private' policy is under public comment now.</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.
370 new CGRs filed since 1-Apr-25. Our tools show every report, links to every document, and a diff file tool. Input a name, see the changes in the reports.
The JPX Council of Experts met on 22 April. Mgmt Conscious updates came this month. Parent-sub follow-ups in Fall/Winter 2025. Slow. 'Going Private' policy is under public comment now.


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