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 & Hon Hai:  Promise Rings Exchanged

Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?

Event-Driven

<p>The Nikkei carried an <a href="http://asia.nikkei.com/Japan-Update/Sharp-sinking-deeper-into-the-red-as-liabilities-swell" target="_blank">article</a> this morning (also <a href="http://www.reuters.com/article/idUSFWN17Z0WK" target="_blank">reported</a> by Reuters) saying Sharp would show net losses of "around 300bn yen" for the 2015 fiscal year and as a result would see liabilities exceed assets.</p><p>Large losses were not unexpected as the company had at the end of March revised down its fiscal year forecasts for Operating Profit from +10bn yen to -170bn yen. Sharp had, however, declined to offer a net profit forecast, but at the time, the net loss was reported by various media outlets as…</p>

The Nikkei carried an article this morning (also reported by Reuters) saying Sharp would show net losses of "around 300bn yen" for the 2015 fiscal year and as a result would see liabilities exceed assets.Large losses were not unexpected as the company had at the end of March revised down its fiscal year forecasts for Operating Profit from +10bn yen to -170bn yen. Sharp had, however, declined to offer a net profit forecast, but at the time, the net loss was reported by various media outlets as…

Sharp: Heavy Net Losses As Expected, But No New News

Sharp Corp

Sharp: Heavy Net Losses As Expected, But No New News