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

Quiddity F100/F250 Mar26 Results: All Expected ADDs/DELs Correct; One High Impact ADD

Quiddity Leaderboard HSCEI Jun26: Two ADDs/DELs Likely but One Name Close to Escaping Deletion

Quiddity Leaderboard HSTECH Jun26: Interesting Question Marks for ADDs; Reference Period Not Over

Quiddity Leaderboard HSCEI Mar26: One Index Change Likely; Announcement Soon

Quiddity Leaderboard Hang Seng Index Mar26: Zijin Gold, BeOne, XPeng Among Our Top 10 Picks

Quiddity Leaderboard HSIII Mar26: Announcement Next Week; 4 Changes Likely

Quiddity Leaderboard HSTECH Mar26: No Changes Likely; US$860mn One-Way; Announcement Next Week

Quiddity Advisors

Index Rebalance

<ul>
<li>Hang Seng Index changes for March 2026 were announced on 13 February. The final capping is based on prices from today's close.</li>
<li>Quiddity predictions had a pretty decent run across the 6 major indices we cover.</li>
<li>We see US$5.2bn of flows to buy and sell on Friday at the close. </li>
</ul>


Hang Seng Index changes for March 2026 were announced on 13 February. The final capping is based on prices from today's close.
Quiddity predictions had a pretty decent run across the 6 major indices we cover.
We see US$5.2bn of flows to buy and sell on Friday at the close. 


SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Contemporary Amperex Technology (3750 HK)

[Quiddity Index] Hang Seng Family Capping Set - US$5.2bn to Trade on Friday 6 March

Horizon Robotics

[Quiddity Index] Hang Seng Family Capping Set - US$5.2bn to Trade on Friday 6 March