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

S&P ASX Dec 22 Rebalance: MND Is the Top Pick

S&P/​​​​​​​​ASX Quiddity Final Expectations Dec 22: Mostly Mining Companies, Avoid Short Buildup!

Pendal/Perpetual: Revised Terms As Supreme Court Orders Scheme To Proceed

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/monadelphous-group-ltd" target="_blank" data-smartkarma-citation="entities:553:1" rel="noopener">Monadelphous (MND AU)</a> will be added to the S&amp;P ASX 200 Index on 16 December 2022.</li>
<li>This is not a surprise. It has been the lead contender for a December ADD slot since the day after the September rebalance was completed (see <a href="https://www.smartkarma.com/insights/s-p-asx-quiddity-leaderboard-dec-22-top-ranked-asx200-adds-look-interesting" target="_blank" rel="noopener">here</a>).</li>
<li>There is a fair bit of volume to buy, and there are pair trades to do.</li>
</ul>



Monadelphous (MND AU) will be added to the S&amp;P ASX 200 Index on 16 December 2022.
This is not a surprise. It has been the lead contender for a December ADD slot since the day after the September rebalance was completed (see here).
There is a fair bit of volume to buy, and there are pair trades to do.


Monadelphous (MND AU) Is The S&P ASX 200 ADD - There's a Trade Here