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

7-Eleven Corp: Fresh Food = Fresh Growth = Fresh Profits

7&I (3382) Selldown of Seven Bank (8410) Is Good, Not Bad

Japan 2024 H1 Bank Guidance/Results - Better and Better

7&I Results and Plans - The Good, The Bad, The Ugly, The Respectable, Unfortunate, and Encouraging

7&I Holdings (3382 JP) - Artisan Writes Another Letter - Based on Content, They Should Sell Any Pop

TOPIX Inclusions: Who Is Ready (Oct 2024)

The TOPIX October FFW Trade - BIG Numbers

Quiddity Advisors

Event-Driven

<ul>
<li>
<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>'s CEO, former CEO, CFO, and founder were in Tokyo today giving a press conference about their trip and designs on <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a>. </li>
<li>There was some passive-aggressive behaviour. Their bid was better than 7&amp;i's plan. They said it was a high price. They said they wanted to meet management, the ITOs, the government. </li>
<li>None of that will win the hearts and minds of the Special Committee. </li>
</ul>



Alimentation Couche-Tard (ATD CN)'s CEO, former CEO, CFO, and founder were in Tokyo today giving a press conference about their trip and designs on Seven &amp; I Holdings (3382 JP). 
There was some passive-aggressive behaviour. Their bid was better than 7&amp;i's plan. They said it was a high price. They said they wanted to meet management, the ITOs, the government. 
None of that will win the hearts and minds of the Special Committee. 


Couche-Tard Execs in Tokyo, "Hoping" For Meetings But Really There To Hold a Press Conference