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: Heavy Net Losses As Expected, But No New News

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

SHARP: Updates Suggest Banks Take a Small Hit

Event-Driven

<p><a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391">Sharp</a> and <a href="https://www.smartkarma.com/entities/745" target="_blank" data-smartkarma-citation="entities:745">Hon Hai Precision</a> today finally had their board meetings to respectively approve the deal which has been so fraught with potential dangers (but once Hon Hai decided to fight with money, not really). After the close there were four major releases:</p><ol>
<li>Joint Press Release (<a href="http://www.sharp-world.com/corporate/news/160330.pdf" target="_blank">E</a> only) </li>
<li>Sharp:  Revision Notice of Financial Results Forecasts For Fiscal Year Ending 31 March 2016 (<a href="http://www.sharp-world.com/corporate/ir/topics/pdf/160330-1.pdf" target="_blank">E</a>, <a href="http://www.sharp.co.jp/corporate/ir/pdf/2016/160330-1.pdf" target="_blank">J</a>)</li>
<li>Sharp: Notice Regarding an Extension of the Terms of the Current Syndicated Loan Agreements (<a href="http://www.sharp-world.com/corporate/ir/topics/pdf/160330-2.pdf" target="_blank">E</a>, <a href="http://www.sharp.co.jp/corporate/ir/pdf/2016/160330-2.pdf" target="_blank">J</a>)</li>
<li>Sharp: (Update of…</li>
</ol>

Sharp and Hon Hai Precision today finally had their board meetings to respectively approve the deal which has been so fraught with potential dangers (but once Hon Hai decided to fight with money, not really). After the close there were four major releases:
Joint Press Release (E only) 
Sharp:  Revision Notice of Financial Results Forecasts For Fiscal Year Ending 31 March 2016 (E, J)
Sharp: Notice Regarding an Extension of the Terms of the Current Syndicated Loan Agreements (E, J)
Sharp: (Update of…


Sharp & Hon Hai:  Promise Rings Exchanged

Sharp Corp

Sharp & Hon Hai: Promise Rings Exchanged