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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Event-Driven

<p>The conclusions in my <a href="https://www.smartkarma.com/insights/more-mitsubishi-motors-muppetry" target="_blank">last comment</a> about <a href="https://www.smartkarma.com/entities/794" target="_blank" data-smartkarma-citation="entities:794">Mitsubishi Motors</a>  two weeks ago suggested Nissan would make an excellent acquirer for Mitsubishi Motors as it suited both parties. Nissan needs more of what Mitsubishi has (EV, hybrids, minicars, high margin ASEAN sales), and Mitsubishi needs more of what Nissan has (a lack of scandal, and generally good public trust and sense of corporate governance). I had not expected news so soon, but we have it today.</p><p>This morning, the Nikkei carried an <a href="http://asia.nikkei.com/Business/Deals/Nissan-to-take-30-stake-in-Mitsubishi-Motors" target="_blank">article</a> sayin…</p>

The conclusions in my last comment about Mitsubishi Motors  two weeks ago suggested Nissan would make an excellent acquirer for Mitsubishi Motors as it suited both parties. Nissan needs more of what Mitsubishi has (EV, hybrids, minicars, high margin ASEAN sales), and Mitsubishi needs more of what Nissan has (a lack of scandal, and generally good public trust and sense of corporate governance). I had not expected news so soon, but we have it today.This morning, the Nikkei carried an article sayin…

Mitsubishi UFJ Financial (MUFG) (8306 JP)

Mitsubishi UFJ Financial (MUFG) ADR (MUFG US)

Mitsubishi Motors

Nissan To Make MitMotors Great Again?