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

Adani Group - MSCI Changes As Expected (Lots to Sell of Gas & Transmission) With a Possible Bonus

Adani Enterprises, Green Energy, Transmission Boards to Consider Equity Raises

Quiddity Leaderboard BSE/​​​​SENSEX Dec 23: AllCap Sep 23 Rebal Done; Some Changes to Expectations

Quiddity Leaderboard NIFTY Sep 23: LTIMINDTREE Could Be an Intra-Review NIFTY 50 ADD

GQG Calls Adani Names 5Yr "Multi-Baggers" - It Works at 30% EPS CAGR if You Torture the Numbers

TOPIX Inclusions: Who Is Ready (Apr 2023)

TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket; Focus on Surprises Next

Quiddity Advisors

Event-Driven

<ul>
<li>Every quarter, Indian companies report their "Shareholding Pattern" for all to see. They show holdings by category type, and holders over 1%. </li>
<li>The big news in Q1 in AdaniLand was the failed FPO, thwarted by the Hindenburg Research report, and the Adani Promoter sale of stakes in 4 companies to GQG Partners. </li>
<li>The details in the change of the shareholder structure are, however, interesting.</li>
</ul>


Every quarter, Indian companies report their "Shareholding Pattern" for all to see. They show holdings by category type, and holders over 1%. 
The big news in Q1 in AdaniLand was the failed FPO, thwarted by the Hindenburg Research report, and the Adani Promoter sale of stakes in 4 companies to GQG Partners. 
The details in the change of the shareholder structure are, however, interesting.


Adani Ports & Special Economic Zone (ADSEZ IN)

1분기 아다니 그룹 주주 구조 변화 분석 - 주식 이동

Adani Green Energy

1분기 아다니 그룹 주주 구조 변화 분석 - 주식 이동