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

Updates on The Couche-Tard Deal for 7&I (3382 JP)

Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major Upside Potential

Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...

MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD CN)

Seven & I's Ito-Yokado Hopes Branded Deli Will Boost Recovery

Seven & I Letting Go of Ito-Yokado at Last?

Quiddity Advisors

Event-Driven

<ul>
<li>The largest potential inbound cross-border M&amp;A in years - for a national champion no less - gets a lot of press coverage. </li>
<li>This morning, a Nikkei <a href="https://asia.nikkei.com/Business/Business-deals/Seven-i-s-proposed-buyout-to-require-preapproval-by-Japan" target="_blank" rel="noopener">article</a> noted <a href="https://www.smartkarma.com/entities/alimentation-couche-tard-inc" target="_blank" data-smartkarma-citation="entities:25103:1" rel="noopener">Alimentation Couche-Tard (ATD CN)</a> was likely to need "prior approval" from Japanese regulatory authorities for its takeover "the Nikkei has learned."</li>
<li>It wasn't difficult for the Nikkei to learn that. METI publishes a FEFTA List. 7&amp;i has been on it for years as Type II Designated Business, requiring prior approval.</li>
</ul>


The largest potential inbound cross-border M&amp;A in years - for a national champion no less - gets a lot of press coverage. 
This morning, a Nikkei article noted Alimentation Couche-Tard (ATD CN) was likely to need "prior approval" from Japanese regulatory authorities for its takeover "the Nikkei has learned."
It wasn't difficult for the Nikkei to learn that. METI publishes a FEFTA List. 7&amp;i has been on it for years as Type II Designated Business, requiring prior approval.


Couche-Tard Bid for 7&I (3382) - FEFTA and Economic Security

Seven & I Holdings

Couche-Tard Bid for 7&I (3382) - FEFTA and Economic Security