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

<a href="https://www.smartkarma.com/entities/1089" target="_blank" data-smartkarma-citation="entities:1089">NTT Docomo</a>  announced January 29th that its Board of Directors had resolved to authorize a share repurchase up to a prescribed maximum limit (under Article 156 of the Companies Act, as applied pursuant to Article 165 (3) of the Companies Act), of 220 million shares (5.67% of outstanding) up to JPY 500 billion. The rule which applies is effectively Min(Max(Qty,Amt)). This was not unexpected, but as ARPU has stopped dropping, and the shares have started rising, it was pleasant confirmation. The…

NTT Docomo  announced January 29th that its Board of Directors had resolved to authorize a share repurchase up to a prescribed maximum limit (under Article 156 of the Companies Act, as applied pursuant to Article 165 (3) of the Companies Act), of 220 million shares (5.67% of outstanding) up to JPY 500 billion. The rule which applies is effectively Min(Max(Qty,Amt)). This was not unexpected, but as ARPU has stopped dropping, and the shares have started rising, it was pleasant confirmation. The…

NTT (Nippon Telegraph & Telephone) (9432 JP)

NTT Docomo Inc

NTT Docomo - Stock Buyback