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

Event-Driven

<p>On May 24, the Nikkei reported that <a href="https://www.smartkarma.com/entities/72" target="_blank" data-smartkarma-citation="entities:72">Nissan Motor Co Ltd</a> was considering selling its 41% stake in auto parts maker <a href="https://www.smartkarma.com/entities/15914" target="_blank" data-smartkarma-citation="entities:15914">Calsonic Kansei Corp</a> and was "considering various options." Calsonic Kansei is the biggest auto parts maker selling to Nissan, and some 75-80% of its 1 trillion+ yen of sales comes from Nissan. However, it is best known as a company selling exhaust systems (they also sell aircon units (including component parts), instrument panels and dashboards, radiators, a variety of control unit…</p>

On May 24, the Nikkei reported that Nissan Motor Co Ltd was considering selling its 41% stake in auto parts maker Calsonic Kansei Corp and was "considering various options." Calsonic Kansei is the biggest auto parts maker selling to Nissan, and some 75-80% of its 1 trillion+ yen of sales comes from Nissan. However, it is best known as a company selling exhaust systems (they also sell aircon units (including component parts), instrument panels and dashboards, radiators, a variety of control unit…

Calsonic Kansei

Calsonic Kansei - Nissan's Stake Sale