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

If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's Complicated

Rakuten's New "Bond-Type Share" Issuance - Quite Quirky to Quantulate Rakuten's Quisquous New Quoz

Quiddity Advisors

Event-Driven

<ul>
<li>Today, <a href="https://www.smartkarma.com/entities/rakuten-group-inc" target="_blank" data-smartkarma-citation="entities:31:1" rel="noopener">Rakuten (4755 JP)</a> announced a new shareholder benefit (株主優待) program today, to reward shareholders as of end-December 2024. The stated goal? To "thank shareholders"... </li>
<li>...And provide more people with the opportunity to try out the benefits of Rakuten Mobile, with 1yr free of a 30GB/mo mobile plan. There are conditions, but it's juicy.</li>
<li>Last year's 3mo plan was given with one day of notice. This year's larger full-year govt gets 3+wks. They are juicing the sub numbers for 2025.</li>
</ul>


Today, Rakuten (4755 JP) announced a new shareholder benefit (株主優待) program today, to reward shareholders as of end-December 2024. The stated goal? To "thank shareholders"... 
...And provide more people with the opportunity to try out the benefits of Rakuten Mobile, with 1yr free of a 30GB/mo mobile plan. There are conditions, but it's juicy.
Last year's 3mo plan was given with one day of notice. This year's larger full-year govt gets 3+wks. They are juicing the sub numbers for 2025.


Rakuten (4755 JP) - Trying To Goose The Stock Price Before Year-End or Mobile Sub Numbers for 2025?