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

A/H Premium Tracker (To 11 Apr 2025):  Sharp AH Premia Widening

HK Connect SOUTHBOUND Flows (To 11 Apr 2025); Record Net Buying

A/H Premium Tracker (To 28 Mar 2025):  AH Premia Still Falling; Expect Curve Torsion or AH Widening

Quiddity Advisors

Event-Driven

<ul>
<li>Last August, the mainland exchanges stopped providing data on Northbound positions and trading. They decided to show the data once a quarter.</li>
<li>We decided to add a tool to the repertoire to show this past quarter's flows per Northbound-eligible stock in a variety of ways. </li>
<li>Click on a name and get the quarterly chart of the desired metric (position, Flow (shares), Flow as % of float or shares out, etc)</li>
</ul>


Last August, the mainland exchanges stopped providing data on Northbound positions and trading. They decided to show the data once a quarter.
We decided to add a tool to the repertoire to show this past quarter's flows per Northbound-eligible stock in a variety of ways. 
Click on a name and get the quarterly chart of the desired metric (position, Flow (shares), Flow as % of float or shares out, etc)


Quiddity HK Connect Northbound Tracker (Q1 2025 Vs 5 Previous Quarters)

BYD

Quiddity HK Connect Northbound Tracker (Q1 2025 Vs 5 Previous Quarters)