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

<ul>
<li>Today after the close, <a href="https://www.smartkarma.com/entities/hosokawa-micron-corp" target="_blank" data-smartkarma-citation="entities:6433:1" rel="noopener">Hosokawa Micron (6277 JP)</a> - a company which is all about powders and particles - announced a ToSTNeT-3 buyback of 1.35mm shares (8.26% TSO) tomorrow AM.</li>
<li>
<a href="https://www.smartkarma.com/entities/nisshin-seifun-group-inc" target="_blank" data-smartkarma-citation="entities:640:1" rel="noopener">Nisshin Seifun Group (2002 JP)</a> and subsidiary Nisshin Engineering said they would offer some shares in. The HM announcement said financial institutions might sell. </li>
<li>Hosokawa Micron is cheap, and this is accretive. Worth a closer look. </li>
</ul>


Today after the close, Hosokawa Micron (6277 JP) - a company which is all about powders and particles - announced a ToSTNeT-3 buyback of 1.35mm shares (8.26% TSO) tomorrow AM.

Nisshin Seifun Group (2002 JP) and subsidiary Nisshin Engineering said they would offer some shares in. The HM announcement said financial institutions might sell. 
Hosokawa Micron is cheap, and this is accretive. Worth a closer look. 


Hosokawa Micron (6277 JP) - Big Accretive Cross-Holder Share Buyback