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

Tokyo Kikai Seisakusho (6335) - Shareholders Approve Poison Pill

TOPIX Inclusion: Bull-Dog Sauce (2804) Is SUPER GREEN

Quiddity Advisors

Event-Driven

<ul>
<li>Electronics Parts and Devices manufacturer <a href="https://www.smartkarma.com/entities/minebea-mitsumi-inc" target="_blank" data-smartkarma-citation="entities:5032:1" rel="noopener">Minebea Mitsumi (6479 JP)</a> has announced a 25% premium Tender Offer to take over connector-maker <a href="https://www.smartkarma.com/entities/honda-tsushin-kogyo-co-ltd" target="_blank" data-smartkarma-citation="entities:15218:1" rel="noopener">Honda Tsushin Kogyo (6826 JP)</a>. </li>
<li>It is not an overwhelming bid, but is supported by <a href="https://www.smartkarma.com/entities/panasonic-corp" target="_blank" data-smartkarma-citation="entities:222:1" rel="noopener">Panasonic Corp (6752 JP)</a> which owns an equity affiliate stake, and crossholders and friendly shareholders hold a lot.</li>
<li>This looks like it will complete, despite being a little light on price. </li>
</ul>


Electronics Parts and Devices manufacturer Minebea Mitsumi (6479 JP) has announced a 25% premium Tender Offer to take over connector-maker Honda Tsushin Kogyo (6826 JP). 
It is not an overwhelming bid, but is supported by Panasonic Corp (6752 JP) which owns an equity affiliate stake, and crossholders and friendly shareholders hold a lot.
This looks like it will complete, despite being a little light on price. 


Minebea Mitsumi Tender for Honda Tsushin Kogyo (6826)