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

Shidax Outlook May Change - Better Governance Matters

Shidax (4837) - Nikkei Scoops MBO (Anncmt Post-Close), Family Wants to Buy at ¥800 Which Is Too Low

Shidax (4837) - Mgmt Lowers F'casts So Family Can MBO Minorities Cheap. Offensive Governance.

Oisix-Shida Stoush with SHiDAX Suggests Strong but Subtle Strategy

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shidax-corp" target="_blank" data-smartkarma-citation="entities:7754:1" rel="noopener">Shidax Corp (4837 JP)</a> is under offer for a partial tender by <a href="https://www.smartkarma.com/entities/oisix-ra-daichi-inc" target="_blank" data-smartkarma-citation="entities:10145:1" rel="noopener">Oisix ra daichi (3182 JP)</a>. Unison Capital is expected to tender their shares.  </li>
<li>Unison may not want to go against the board but a direct transfer (i.e. not tender offer) is still possible. </li>
<li>Some Independent Board Members have suggested the company buy Unison's shares back. This might work BUT the end game is still the same. </li>
</ul>



Shidax Corp (4837 JP) is under offer for a partial tender by Oisix ra daichi (3182 JP). Unison Capital is expected to tender their shares.  
Unison may not want to go against the board but a direct transfer (i.e. not tender offer) is still possible. 
Some Independent Board Members have suggested the company buy Unison's shares back. This might work BUT the end game is still the same. 


Shidax Corp

SHiDAX Board-Oisix-Shida Family Scrap