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

Sawada/HS Holdings (8699) - A Quite Salutary Development.. And We Wait...

HS/Sawada:  Khan Bank IPO Decided, and Earnings in A Week To Show Sharp Gain in BVPS/Liquidity

HS Holdings (8699 JP): Khan Bank IPO Delayed but Path Clear

Sawada (8699 JP) Sells A Big Asset at > 2.5x Book; Now New Directors and New Advisory Board

Sawada (8699) - Upsilon To End Its Tender, and Khan Bank Applies to List

Sawada - Upsilon Gets Its Stake And Still We Wait

Quiddity Advisors

Event-Driven

<ul>
<li>Sawada/HS Holdings (8699 JP) gets the bulk of its earnings from Khan Bank (even more so post-exit from gaitame).</li>
<li>Khan Bank just had a fantastic year with earnings up 77%. </li>
<li>But Sawada has just done a deal with should give one pause.</li>
</ul>


Sawada/HS Holdings (8699 JP) gets the bulk of its earnings from Khan Bank (even more so post-exit from gaitame).
Khan Bank just had a fantastic year with earnings up 77%. 
But Sawada has just done a deal with should give one pause.


Sawada/HS (8699) - A NON-Salutary Development