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

JIC Launches Shinko (6967) Deal At ¥5,920/Share

Shinko Electric (6967) - Chicken and Logistics

Shinko Electric (6967 JP) Takeover - THIS Is a Dip to Buy

Shinko Electric (6967 JP) - SAMR Approved, Trading Tight, Done Deal

Shinko Electric (6967 JP) Takeover - Still Buy Dips, and Ibiden (4062 JP)

Quiddity Advisors

Event-Driven

Shinko Electric Industries / Event-Driven

<ul>
<li>JIC gave an official statement yesteday about the expected start of its <a href="https://www.smartkarma.com/entities/shinko-electric-industries" target="_blank" data-smartkarma-citation="entities:15066:1" rel="noopener">Shinko Electric Industries (6967 JP)</a> Tender Offer. A later-than-expected start has people asking questions.</li>
<li>It has traded tighter since the SAMR approval news (I warned on 16 Dec it was coming and the next day it closed 6.6% gross).</li>
<li>Below I discuss the language of the Conditions Precedent which would allow a MAC. </li>
</ul>


JIC gave an official statement yesteday about the expected start of its Shinko Electric Industries (6967 JP) Tender Offer. A later-than-expected start has people asking questions.
It has traded tighter since the SAMR approval news (I warned on 16 Dec it was coming and the next day it closed 6.6% gross).
Below I discuss the language of the Conditions Precedent which would allow a MAC. 


Shinko Electric (6967) - All Approvals In, JIC Says "Mid-Feb" So Cash Is 19-21 March?