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

Hillhouse To Buy Out Minorities In Samty Holdings (187A) - Small Premium, High Leverage, Hmmm

Quiddity Advisors

Event-Driven

<ul>
<li>The Hillhouse (Asia-based global PE firm) deal for <a href="https://www.smartkarma.com/entities/samty-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:43711:1" rel="noopener">SAMTY HOLDINGS Co Ltd (187A JP)</a> has seen Samty shares trade tight to terms in the first three days of trading.</li>
<li>Some 7.5mm shares have traded. This is only 16% of shares out, but it is a much larger portion of Maximum Real World Float. </li>
<li>This begs the question of whether the deal could be put in jeopardy by the actions of one or two shareholders. </li>
</ul>


The Hillhouse (Asia-based global PE firm) deal for SAMTY HOLDINGS Co Ltd (187A JP) has seen Samty shares trade tight to terms in the first three days of trading.
Some 7.5mm shares have traded. This is only 16% of shares out, but it is a much larger portion of Maximum Real World Float. 
This begs the question of whether the deal could be put in jeopardy by the actions of one or two shareholders. 


Samty (187A) Deal Looks Somewhat Vulnerable to Potential Interlopers