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 (Jun 2025)

Quiddity Leaderboard CSI 300/​​500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be on NET Flows

Quiddity Leaderboard CSI Medical Dec25: 1x-3x ADV for Most Names; Couple of Pair Trade Ideas

GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID LIKE THE PLAGUE

GMO Internet (4784) - Squeeze-Able So Squeezing, Offering Likely Gets Pulled - AVOID LIKE THE PLAGUE

GMO Internet (4784) DropDown Holdco Gone Ballistic - Squeezed on Truly Tiny Float

Quiddity Advisors

Event-Driven

<ul>
<li>Today after the close, <a href="https://www.smartkarma.com/entities/gmo-internet-group-inc" target="_blank" data-smartkarma-citation="entities:13631:1" rel="noopener">GMO Internet Group (9449 JP)</a> subsidiary <a href="https://www.smartkarma.com/entities/gmo-payment-gateway-inc" target="_blank" data-smartkarma-citation="entities:1492:1" rel="noopener">GMO Payment Gateway (3769 JP)</a> announced its subsidiary <a href="https://www.smartkarma.com/entities/gmo-financial-gate-inc" target="_blank" data-smartkarma-citation="entities:35234:1" rel="noopener">GMO Financial Gate (4051 JP)</a> would move to TSE Prime 5 June.</li>
<li>That means it moves to TOPIX at the close of trading 30 July 2025.</li>
<li>This growth stock appears to have "de-growthed" somewhat in stock price terms - trading near its IPO price from covid era, so it is worth a look.</li>
</ul>


Today after the close, GMO Internet Group (9449 JP) subsidiary GMO Payment Gateway (3769 JP) announced its subsidiary GMO Financial Gate (4051 JP) would move to TSE Prime 5 June.
That means it moves to TOPIX at the close of trading 30 July 2025.
This growth stock appears to have "de-growthed" somewhat in stock price terms - trading near its IPO price from covid era, so it is worth a look.


[Quiddity Index] GMO (9449) Sub GMO Financial Gate (4051) Moves to TOPIX