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 Index] KOSPI 200 Leaderboard for Jun26: 4 ADDs/DELs Possible Still But Some Name Changes

[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Up to 4 Changes Possible

[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Final Predictions; 4 ADDs, 4 DELs

D'Alba Global - End of Lockup Period For 10% of Outstanding Shares

Why Shiseido (4911) Never Worked as a Turnaround Stock

D'Alba Global: Financial Investors Could Unload 19% of Shares Once Lockup Ends on 22 June

Quiddity Advisors

Index Rebalance

<ul>
<li>KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).</li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.</li>
<li>We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.</li>
</ul>


KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.
We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.


Lotte Tour Development Co, Ltd. (032350 KS)

Hyosung Heavy Industries Corp (298040 KS)

[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs

d'Alba Global

[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs