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

Quiddity Advisors

Event-Driven

Late last evening, <a href="https://www.smartkarma.com/entities/au-optronics-corp" target="_blank" data-smartkarma-citation="entities:6704:1" rel="noopener">Au Optronics (2409 TT)</a> made an <a href="https://www.auo.com/zh-TW/News_Archive/detail/News_Archive_IR_200205" target="_blank" rel="noopener">announcement</a> on a strategic tie-up with embedded computing products specialist (which might get you a fancy acronym of "AIoT") <a href="https://www.smartkarma.com/entities/adlink-technology-inc" target="_blank" data-smartkarma-citation="entities:2737:1" rel="noopener">Adlink Technology (6166 TT)</a>.AUO will buy up to ~30% of shares outstanding if they can buy a minimum of 5%. The price of the of the Partial Offer is NT$57/share, which is a 21.1% premium to the close.More below.

Late last evening, Au Optronics (2409 TT) made an announcement on a strategic tie-up with embedded computing products specialist (which might get you a fancy acronym of "AIoT") Adlink Technology (6166 TT).AUO will buy up to ~30% of shares outstanding if they can buy a minimum of 5%. The price of the of the Partial Offer is NT$57/share, which is a 21.1% premium to the close.More below.

AU Optronics Partial Tender on Adlink (6166.TW)