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

Nintendo – A Stock Split And Not Much Else

Nintendo – Switch Pro Leaks And Implications For Developers

Nintendo – Solid Beat Should Confirm Early Nov Bottom

Quiddity Advisors

Event-Driven

<ul>
<li>Nintendo has announced in-line-ish results for March 2022, and quite disappointing forecasts for March 2023. <a href="https://www.smartkarma.com/profiles/mio-kato" target="_blank" data-smartkarma-citation="accounts:713" rel="noopener">Mio Kato</a> called it on 30 March as a sell. Excellent timing. </li>
<li>Nintendo has a buyback tomorrow and if you don't like the guidance, you should DEFINITELY read on below.</li>
<li>But Nintendo also announced something truly extraordinary - a stock split. Everyone pooh-poohs the impact of a stock split but... in this case it is probably not nothing.</li>
</ul>


Nintendo has announced in-line-ish results for March 2022, and quite disappointing forecasts for March 2023. Mio Kato called it on 30 March as a sell. Excellent timing. 
Nintendo has a buyback tomorrow and if you don't like the guidance, you should DEFINITELY read on below.
But Nintendo also announced something truly extraordinary - a stock split. Everyone pooh-poohs the impact of a stock split but... in this case it is probably not nothing.


任天堂（7974） - 業績予想⬇︎ 株式分割、自社株買い、そして効果的な売却方法