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

Nikkei 225 Deletions/Additions in March(?) 2022 Due to TSE Market Structure Changes

TSE Announces Market Structure Revisions: Still Much Ado About Nothing

TOPIX January 2022 FFW Rebalance - Much Nothing To Do

SBI Tender on Shinsei Successful. Goes to 47.77%. The BIG Question Is... Who Owns The Float?

Shinsei Bank (8303) - Now We Know Where the Float Is And It Is NOT In Murakami-San's Hands

SBI To Apply for Bank Holding Company License Within Year And Squeeze Out Shinsei Minorities

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>I was originally going to title this <em>Shinsei Bank Buyback to Continue - Watch the Squeeze</em>.</li>
<li>In reviewing the new news, and the existing setup, and reviewing my previous work on the name (<a href="https://www.smartkarma.com/profiles/travis-lundy/insights?fulltext=Shinsei" target="_blank" rel="noopener">here</a>), I am inclined to repeat my 2021 High Conviction trade. Shinsei Bank.</li>
<li>So I did. Shinsei is my High Conviction Idea for a second year in a row. </li>
</ul>


I was originally going to title this Shinsei Bank Buyback to Continue - Watch the Squeeze.
In reviewing the new news, and the existing setup, and reviewing my previous work on the name (here), I am inclined to repeat my 2021 High Conviction trade. Shinsei Bank.
So I did. Shinsei is my High Conviction Idea for a second year in a row. 


SBI Shinsei Bank

2022 High Conviction - Shinsei Bank