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

NTT (9432) - LDP Consideration of Full Sale Is Not Necessarily Overhang

NTT's Partial Offer for Marketing Consultant Intage (4326) -

NTT (9432 JP) - Would the Govt Sell All Its Shares? Why? How? How Long? Overhang?

NTT: Developing Industry-Specific AI Offerings as AI Becomes One of Government's Key Focus Areas

NTT (Buy) - Q3 22 Results Reaction: Mixed Quarter but Solid Mobile/Data Performance

Quiddity Advisors

Event-Driven

NTT (Nippon Telegraph & Telephone) / Event-Driven

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nippon-telegraph-telephone-corporation" target="_blank" data-smartkarma-citation="entities:623:1" rel="noopener">NTT (Nippon Telegraph &amp; Telephone) (9432 JP)</a> is splitting its stock 25:1 on record date 30 June 2023. That means it goes ex- at the new price on 29 June.</li>
<li>The day before, the stock is up nearly 5% on heavy volume. This is likely punters buying before it splits so one round lot will be &lt;¥20,000 vs ~¥420,000 yesterday.</li>
<li>But there is a new attraction for retail, somewhat un-noticed. </li>
</ul>



NTT (Nippon Telegraph &amp; Telephone) (9432 JP) is splitting its stock 25:1 on record date 30 June 2023. That means it goes ex- at the new price on 29 June.
The day before, the stock is up nearly 5% on heavy volume. This is likely punters buying before it splits so one round lot will be &lt;¥20,000 vs ~¥420,000 yesterday.
But there is a new attraction for retail, somewhat un-noticed. 


NTT's Really Big/Weird Stock Split Goes Ex- 29 June 2023. Now With D-Points!