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

Ohayo Japan: Hot Inflaton Print...Ignored! JAPAN X: Kirin's AI to Revolutionize Production Planning

Chilled & Frozen Logistics (9099) - Hostile Takeover Launched by AZ-Com Maruwa (9090)

AZ-Com Maruwa Launches Hostile TOB on Chilled & Frozen Logistics (9099) - Expect More Fun To Come

Nidec (6594) Goes Hostile On Takisawa Machine Tool (6121) - I've Got 🍿🍿

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nidec-corp" target="_blank" data-smartkarma-citation="entities:7245:1" rel="noopener">Nidec Corp (6594 JP)</a> has had ambitions in machine tool space. They wanted to buy <a href="https://www.smartkarma.com/entities/takisawa-machine-tool-co-ltd" target="_blank" data-smartkarma-citation="entities:7344:1" rel="noopener">Takisawa Machine Tool (6121 JP)</a> but Takisawa wouldn't give them the time of day.</li>
<li>So Nidec announced hostile intentions and a 60-day period to negotiate. That's done, and today they announced a now-friendly deal. </li>
<li>This looks like an easy done deal. There is one major risk factor remaining, then another consideration when thinking about path. </li>
</ul>



Nidec Corp (6594 JP) has had ambitions in machine tool space. They wanted to buy Takisawa Machine Tool (6121 JP) but Takisawa wouldn't give them the time of day.
So Nidec announced hostile intentions and a 60-day period to negotiate. That's done, and today they announced a now-friendly deal. 
This looks like an easy done deal. There is one major risk factor remaining, then another consideration when thinking about path. 


Nidec (6594) Turns Vinegar to Wine as Takisawa Machine Tool (6121) Agrees To Takeover