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

TOPIX Inclusions: Who Is Ready (May 2026)

TOPIX Inclusions: Who Is Ready (June 2026)

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

Quiddity Advisors

Index Rebalance

<ul>
<li>Last Thursday, <a href="https://www.smartkarma.com/entities/globe-ing-inc" target="_blank" data-smartkarma-citation="entities:45885:1" rel="noopener">Globe-ing (277A JP)</a> announced that it had been accepted to move to TSE Prime, which according to TOPIX rules, means inclusion in TOPIX on 29 May.</li>
<li>This was not a total surprise. The CEO sold shares to two large foreign institutions last August with the explicit goal of increasing liquidity to get to Prime. </li>
<li>Now it will go in, buying a chunk of Max Real World Float. Growth appears strong. Q3 saw an earnings forecast upgrade but the stock suffers from <em>Not-an-AI-or-Memory-stock-itis.</em>
</li>
</ul>


Last Thursday, Globe-ing (277A JP) announced that it had been accepted to move to TSE Prime, which according to TOPIX rules, means inclusion in TOPIX on 29 May.
This was not a total surprise. The CEO sold shares to two large foreign institutions last August with the explicit goal of increasing liquidity to get to Prime. 
Now it will go in, buying a chunk of Max Real World Float. Growth appears strong. Q3 saw an earnings forecast upgrade but the stock suffers from Not-an-AI-or-Memory-stock-itis.



[Quiddity Index] Globe-Ing (277A) Moves to TSE Prime to TOPIX