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

Kasumigaseki Capital (3498) Moving To TOPIX End-November

UPDATE: Kasumigaseki Capital (3498) Moving to TOPIX. Forward Earnings/Aggressive Forecast Surprise

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Equity Capital Markets

Kasumigaseki Capital / Equity Capital Markets

<ul>
<li>Kasumigaseki Capital is a small cap consulting real estate speculator/developer. They have an interesting, aggressive model. People will recognise the model from pre-GFC but this one is structured better.</li>
<li>The company had planned explosive growth and in October, brought growth plans forward and guidance way up. Now there is an offering to fund that growth. </li>
<li>It appears to also be an offering to get a very large short position out of a risk of potential squeeze. For that, I expect this goes smoothly.</li>
</ul>


Kasumigaseki Capital is a small cap consulting real estate speculator/developer. They have an interesting, aggressive model. People will recognise the model from pre-GFC but this one is structured better.
The company had planned explosive growth and in October, brought growth plans forward and guidance way up. Now there is an offering to fund that growth. 
It appears to also be an offering to get a very large short position out of a risk of potential squeeze. For that, I expect this goes smoothly.


Kasumigaseki Capital (3498 JP) - An Offering Worth Examining