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

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

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

Quiddity Advisors

Event-Driven

Shinko Electric Industries / Event-Driven

<ul>
<li>Overnight, we got news that the JIC Consortium Deal for <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> was approved 27Dec2024. That was the last approval required (other than TSE TOB Launch approval).</li>
<li>This is "on schedule" or slightly early from the previously-announced expected launch date.</li>
<li>This morning, the stock is up sharply and is trading &lt;0.75% from terms. Expect an announcement within two weeks. Current arb annualised at high 6% is OK. One could hold.</li>
</ul>


Overnight, we got news that the JIC Consortium Deal for Shinko Electric Industries (6967 JP) was approved 27Dec2024. That was the last approval required (other than TSE TOB Launch approval).
This is "on schedule" or slightly early from the previously-announced expected launch date.
This morning, the stock is up sharply and is trading &lt;0.75% from terms. Expect an announcement within two weeks. Current arb annualised at high 6% is OK. One could hold.


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