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

Fujitsu (6702) Buyback Just Getting Started

Quiddity Advisors

Event-Driven

<ul>
<li>Fujitsu earnings are out. Forecasts are in, lighter than consensus. </li>
<li>But there is a buyback. Looking at the way last year's was executed is not that informative but it may be useful. </li>
<li>This one is big enough to matter but not big enough to get excited about until we get confirmation. </li>
</ul>


Fujitsu earnings are out. Forecasts are in, lighter than consensus. 
But there is a buyback. Looking at the way last year's was executed is not that informative but it may be useful. 
This one is big enough to matter but not big enough to get excited about until we get confirmation. 


BIG Fujitsu (6702 JP) Buyback - It's a Lot, but Not, but Still Big

Fujitsu Ltd

BIG Fujitsu (6702 JP) Buyback - It's a Lot, but Not, but Still Big