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 Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated but Big Index Flows

The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering, and Follow-On

Japan Post Bank - Estimating Foreign Ownership and Deal Flowback

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<ul>
<li>The near-term Supply/Demand Balance is helped or hurt - depending on how well the deal has been placed to retail, by overseas bank turmoil. </li>
<li>Quality of placement to retail is tough to know from outside. We have near-term offsets with both index demand and dividend looming.</li>
<li>The biggest near-term differentiator in possible supply/demand outcomes is, of course, in the hands of the TSE Index team. And we just don't know.</li>
</ul>


The near-term Supply/Demand Balance is helped or hurt - depending on how well the deal has been placed to retail, by overseas bank turmoil. 
Quality of placement to retail is tough to know from outside. We have near-term offsets with both index demand and dividend looming.
The biggest near-term differentiator in possible supply/demand outcomes is, of course, in the hands of the TSE Index team. And we just don't know.


Japan Post Bank (7182) - The Flow Calendar