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

Kasumigaseki Capital (3498 JP) - An Offering Worth Examining

Kasumigaseki Capital (3498) Moving To TOPIX End-November

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Event-Driven

<ul>
<li>Over the weekend I wrote about <a href="https://www.smartkarma.com/entities/kasumigaseki-capital-co-ltd" target="_blank" data-smartkarma-citation="entities:40162:1" rel="noopener">Kasumigaseki Capital (3498 JP)</a>'s move to TSE Prime and then move to TOPIX. I noted earnings would be out 3 October.  </li>
<li>I talked about the possibility of a surprise. They had revised full-year to end-Sep to ¥2bn. They got ¥2.05bn. </li>
<li>But after growing revenue 79% last year, and growing net profit 101%, this year they expect revs +60% and Net Profit +144%. </li>
</ul>


Over the weekend I wrote about Kasumigaseki Capital (3498 JP)'s move to TSE Prime and then move to TOPIX. I noted earnings would be out 3 October.  
I talked about the possibility of a surprise. They had revised full-year to end-Sep to ¥2bn. They got ¥2.05bn. 
But after growing revenue 79% last year, and growing net profit 101%, this year they expect revs +60% and Net Profit +144%. 


UPDATE: Kasumigaseki Capital (3498) Moving to TOPIX. Forward Earnings/Aggressive Forecast Surprise