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

Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share

Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'

Infocom (4348 JP) TOPIX Inclusion - Larger Than You Think

Quiddity Advisors

Event-Driven

<ul>
<li>The entire saga here of <a href="https://www.smartkarma.com/entities/teijin-ltd" target="_blank" data-smartkarma-citation="entities:5097:1" rel="noopener">Teijin Ltd (3401 JP)</a>'s disposal of its 55.1% stake in <a href="https://www.smartkarma.com/entities/infocom-corp" target="_blank" data-smartkarma-citation="entities:8412:1" rel="noopener">Infocom Corp (4348 JP)</a> is being played out in the non-generally-public press. </li>
<li>There is reportedly a new piece of writing out late Thursday which suggests an approach.</li>
<li>I wrote about the "meaning" of words in <a href="https://www.smartkarma.com/insights/infocom-4348-jp-the-meaning-of-binding-bids-and-250bn" target="_blank" data-smartkarma-citation="insights:143766" rel="noopener">Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'</a> and now there is more nuance to parse.</li>
</ul>


The entire saga here of Teijin Ltd (3401 JP)'s disposal of its 55.1% stake in Infocom Corp (4348 JP) is being played out in the non-generally-public press. 
There is reportedly a new piece of writing out late Thursday which suggests an approach.
I wrote about the "meaning" of words in Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn' and now there is more nuance to parse.


Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give Hints