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

JSR (4185 JP) - Launch of The Official Tender Offer (And the Double Arb)

JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights? A Technicality?

Japan Weekly | Stocks Lower but Global Economy Remains Strong

JSR (4185) - Reporters Reportedly Report Conditions Such That JIC Deal Could Come Soon

JSR (4185) - Updated Information in SUNY Lawsuit, and Other Developments

JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit Against JSR Sub Inpria

Quiddity Advisors

Event-Driven

<ul>
<li>Just out this AM, an article in <a href="https://www.bloomberg.co.jp/news/articles/2024-03-14/SA9M13T0AFB400" target="_blank" rel="noopener">Bloomberg</a> (J) says "people familiar with the matter" suggest the Tender Offer could be launched as early as 19 March. </li>
<li>The language regarding the nature of the China regulatory "approval" is different than recent media articles, but they are in the same vein. </li>
<li>Original and updated data, information, grids, etc are shown below. </li>
</ul>


Just out this AM, an article in Bloomberg (J) says "people familiar with the matter" suggest the Tender Offer could be launched as early as 19 March. 
The language regarding the nature of the China regulatory "approval" is different than recent media articles, but they are in the same vein. 
Original and updated data, information, grids, etc are shown below. 


JSR Corp

JSR (4185) Tender May Start Next Week