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] Nikkei 225 Sep26 Rebal Early Preview - 2 Auto ADDs, 1 Extra Likely, 1 Cap

[Quiddity Index] Nikkei 225 Sep26 Rebal Preview II - 2 Auto ADDs, 1 Extra Likely, 1 Cap

Quiddity Leaderboard ASX Mar26: Multiple Changes to Key Ranks as Anticipated; Many High-Impact Names

[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs (One New), 1 CAP, Another Close

[Quiddity Index] Nikkei 225 Mar26 - Kioxia (285A) On the Menu, Others Not Far Behind

Pan Pacific International Holdings (7532 JP): Q1 FY06/26 flash update

Quiddity Advisors

Index Rebalance

Pan Pacific International Holdings / Index Rebalance

Pan Pacific International Holdings (7532 JP)

<ul>
<li>The Nikkei 225 data observation period closed a week ago. The Nikkei announced a cap on <a href="https://www.smartkarma.com/entities/advantest-corp" target="_blank" data-smartkarma-citation="entities:18107:1" rel="noopener">Advantest Corp (6857 JP)</a>, as expected.</li>
<li>Quiddity expectations are unchanged. We see 1 clean ADD, 1 likely ADD (a third possible but unlikely). Against that, two DELetes.</li>
<li>As of now, there is $4bn a side to trade. Beware! The ADV counts are deceptive.</li>
</ul>


The Nikkei 225 data observation period closed a week ago. The Nikkei announced a cap on Advantest Corp (6857 JP), as expected.
Quiddity expectations are unchanged. We see 1 clean ADD, 1 likely ADD (a third possible but unlikely). Against that, two DELetes.
As of now, there is $4bn a side to trade. Beware! The ADV counts are deceptive.


[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs, 1 CAP