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

Aslead Capital Hostile Offer for Fuji Kosan (5009)

Fuji Kosan Wins In Court, Aslead Walks Away

Wakita Rejects StraCap's Shareholder Proposals

Quiddity Advisors

Event-Driven

<ul>
<li>Last year, Aslead Capital tried a hostile partial tender offer on Fuji Kosan, perhaps to get in, or perhaps to try to trigger an overbid to exit. </li>
<li>
<a href="https://www.smartkarma.com/entities/fuji-kosan-company-ltd" target="_blank" data-smartkarma-citation="entities:17867:1" rel="noopener">Fuji Kosan Company (5009 JP)</a> made life difficult for them, and Aslead backed down. Now the stock has fallen 25% from where they made their Tender Offer.</li>
<li>And now they are selling. That will leave ENEOS and SHIGETA Mitsutoki as the two largest shareholders.... 👀</li>
</ul>


Last year, Aslead Capital tried a hostile partial tender offer on Fuji Kosan, perhaps to get in, or perhaps to try to trigger an overbid to exit. 

Fuji Kosan Company (5009 JP) made life difficult for them, and Aslead backed down. Now the stock has fallen 25% from where they made their Tender Offer.
And now they are selling. That will leave ENEOS and SHIGETA Mitsutoki as the two largest shareholders.... 👀


Aslead To Exit Fuji Kosan, Leaving Would-Be Activist Shigeta-San