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

NTT's Partial Offer for Marketing Consultant Intage (4326) -

NTT's Partial Offer for Intage (4326) Part Deux - Refining Pro-Ration Expectations

NTT (9432 JP) - Would the Govt Sell All Its Shares? Why? How? How Long? Overhang?

KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!)

NTT (9432) - LDP Consideration of Full Sale Is Not Necessarily Overhang

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

Quiddity Advisors

Event-Driven

NTT (Nippon Telegraph & Telephone) / Event-Driven

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>NTT reports a Q1 which looks like KDDI where the business looks like KDDI and a bit better than that where it doesn't. Good. Not great. </li>
<li>But NTT announced a ¥200bn buyback. Again good. Not great. </li>
<li>And on Sunday, LDP politician Amari spoke on a Sunday news show about the possible govt selldown of NTT shares. 20yrs is a long time. So no overhang.</li>
</ul>


NTT reports a Q1 which looks like KDDI where the business looks like KDDI and a bit better than that where it doesn't. Good. Not great. 
But NTT announced a ¥200bn buyback. Again good. Not great. 
And on Sunday, LDP politician Amari spoke on a Sunday news show about the possible govt selldown of NTT shares. 20yrs is a long time. So no overhang.


NTT (Nippon Telegraph & Telephone)

Amari Ni Mo... NTT (9432)