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

The Japan March-End Rebal and Dividend Trade

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

Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!

Nikkei 225 Mar25 Rebal: BayCurrent (6532) IN, Mitsubishi Logi (9301) OUT (Re-IPO). Kokusai MIA

Quiddity Advisors

Event-Driven

Shinko Electric Industries / Event-Driven

<ul>
<li>The Tender Offer closed end of last week. The bidder JICC-04 got 59.281mm shares. Most of what was left over - perhaps even more than 100%, was passive-owned.</li>
<li>More than 100%? How does that work? It works because of how the logistics goes. </li>
<li>And right now, the reason why the stock is trading well through terms is a matter of Chicken and Logistics.</li>
</ul>


The Tender Offer closed end of last week. The bidder JICC-04 got 59.281mm shares. Most of what was left over - perhaps even more than 100%, was passive-owned.
More than 100%? How does that work? It works because of how the logistics goes. 
And right now, the reason why the stock is trading well through terms is a matter of Chicken and Logistics.


Shinko Electric (6967) - Chicken and Logistics