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

SHARP: Updates Suggest Banks Take a Small Hit

Event-Driven

<h2>THE BACKGROUND</h2><p>Sharp management has not covered itself in glory. It has spent trillions of yen building technology which is growing obsolete, spent much of <em>last</em> spring arguing with its main banks (and detractors) how its LCD business was indispensable to its other businesses and how separating them was unthinkable, raised 225bn yen of new equity from banks (who took writeoffs at the same time, in the second major debt restructuring in the last few years) last summer based on a new 3-year medium…</p>

THE BACKGROUNDSharp management has not covered itself in glory. It has spent trillions of yen building technology which is growing obsolete, spent much of last spring arguing with its main banks (and detractors) how its LCD business was indispensable to its other businesses and how separating them was unthinkable, raised 225bn yen of new equity from banks (who took writeoffs at the same time, in the second major debt restructuring in the last few years) last summer based on a new 3-year medium…

Sharp: Coming Around One More Time - Mind the Dorsal Fin Fonze!

Sharp Corp

Sharp: Coming Around One More Time - Mind the Dorsal Fin Fonze!