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

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

7&I (3382 JP) - A York Holdings Deal And Warren Buffett?

7&I (3382) - What If...  A Modest Proposal

7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln? Maybe. Information Is Scarce

7&I (3382) Selldown of Seven Bank (8410) Is Good, Not Bad

Quiddity Advisors

Event-Driven

<ul>
<li>Days ago we got a dramatic headline about Ito family scion ITO Junro and his family company Ito Kogyo making a bid for <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a>. </li>
<li>The stock popped, then fell. Details were not clear. Was the ¥9trln an EV number? A market cap? Was he serious? How would he get funding. Skepticism was rife. </li>
<li>Today we get more headlines from NHK. who says the family wants to raise ¥8trln to take 7&amp;i private by end-Feb 2025.</li>
</ul>


Days ago we got a dramatic headline about Ito family scion ITO Junro and his family company Ito Kogyo making a bid for Seven &amp; I Holdings (3382 JP). 
The stock popped, then fell. Details were not clear. Was the ¥9trln an EV number? A market cap? Was he serious? How would he get funding. Skepticism was rife. 
Today we get more headlines from NHK. who says the family wants to raise ¥8trln to take 7&amp;i private by end-Feb 2025.


7&I (3382) Ito Family MBO - New Urgency for ACT