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

Shimadzu (7701 JP): Weak Yen Supports Guidance

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nissui-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:19243:1" rel="noopener">Nissui Pharmaceutical (4550 JP)</a> has been cheap for years. Years and years and years. </li>
<li>It has traded at negative Enterprise Value for almost all of the past year. </li>
<li>Now <a href="https://www.smartkarma.com/entities/shimadzu-corp" target="_blank" data-smartkarma-citation="entities:17679:1" rel="noopener">Shimadzu Corp (7701 JP)</a> is taking it over and heavily indebted parent <a href="https://www.smartkarma.com/entities/nippon-suisan-kaisha-ltd" target="_blank" data-smartkarma-citation="entities:5095:1" rel="noopener">Nippon Suisan Kaisha (1332 JP)</a> is letting it go.</li>
</ul>



Nissui Pharmaceutical (4550 JP) has been cheap for years. Years and years and years. 
It has traded at negative Enterprise Value for almost all of the past year. 
Now Shimadzu Corp (7701 JP) is taking it over and heavily indebted parent Nippon Suisan Kaisha (1332 JP) is letting it go.


Shimadzu (7701) To Buy Out Nissui Pharma (4550) In Tender Offer