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

LIXIL VIVA - A Story of R&R in Japan (An IPO)

Quiddity Advisors

Equity Bottom-Up

<p>Today at the lunch break, <a href="https://www.smartkarma.com/entities/24060" target="_blank" data-smartkarma-citation="entities:24060:1">LIXIL VIVA (3564 JP)</a> issued results and guidance for next year. The company also announced its dividend payment for the past year (¥33/share) and its expected dividend for the fiscal year to March 2018 ((¥41/share). As of the time of writing, there has been no announcement of a shareholder benefit coupon (株主優待券) distribution plan, even though the company had noted it was interested in offering such a program (as discussed in <a href="https://www.smartkarma.com/insights/lixil-viva-a-story-of-r-r-in-japan-an-ipo" target="_blank" data-smartkarma-citation="insights:9680">LIXIL VIVA - A Story of R&amp;R in Japan (An IPO)</a>…</p>

Today at the lunch break, LIXIL VIVA (3564 JP) issued results and guidance for next year. The company also announced its dividend payment for the past year (¥33/share) and its expected dividend for the fiscal year to March 2018 ((¥41/share). As of the time of writing, there has been no announcement of a shareholder benefit coupon (株主優待券) distribution plan, even though the company had noted it was interested in offering such a program (as discussed in LIXIL VIVA - A Story of R&amp;R in Japan (An IPO)…

LIXIL VIVA Results Out - Next Up New Coverage and TOPIX