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 Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity Leaderboard STAR 50/100 Jun26: Discretionary Powers and Borderline Eligibility Issues

Quiddity Leaderboard CSI Medical Jun26: Some Names Still Close to the Border

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

[Japan M&A] ARCHION (Hino+MFTBC) Merger Incoming; Still a Re-IPO, Still Rich

[Quiddity Index] Nikkei 225 Mar-2026 Rebal: Kioxia, PPIH IN, Casio GS Yuasa OUT. Big End-Mar Flows.

[Japan M&A/Activism] Toyota RE Deal for TICO (6201) Extended. VERY Few Minorities Have Tendered.

Quiddity Advisors

Index Rebalance

<ul>
<li>Yesterday, the Nikkei Index Committee announced the results of the March 2026 review for the Nikkei 225 Average. TWO ADDs, TWO DELETEs. But not the DELETEs Quiddity was expecting.</li>
<li>The DELETEs chosen signify an even stricter adherence to the sector balancing effort than I (and perhaps others) expected. That changes the Sep26 predictions. </li>
<li>We had Mar26 DELETEs Casio Computer and GS Yuasa as DELs in Sep. Now we have two different ones. And the 3rd choice add has flipped with fourth.</li>
</ul>


Yesterday, the Nikkei Index Committee announced the results of the March 2026 review for the Nikkei 225 Average. TWO ADDs, TWO DELETEs. But not the DELETEs Quiddity was expecting.
The DELETEs chosen signify an even stricter adherence to the sector balancing effort than I (and perhaps others) expected. That changes the Sep26 predictions. 
We had Mar26 DELETEs Casio Computer and GS Yuasa as DELs in Sep. Now we have two different ones. And the 3rd choice add has flipped with fourth.


[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs

Hino Motors Ltd

[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs