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

SBI To Apply for Bank Holding Company License Within Year And Squeeze Out Shinsei Minorities

SBI Tender on Shinsei Successful. Goes to 47.77%. The BIG Question Is... Who Owns The Float?

Shinsei Bank (8303) - Now We Know Where the Float Is And It Is NOT In Murakami-San's Hands

Shinsei TOB & Poison Pill - Murakami-San's Presence Makes Things Complicated, But in a FUN 🦄 Way

Shinsei Drops Opposition to SBI TOB; A Fascinating Post-Tender Game of 🐔

Shinsei Bank (8303): Does Murakami-San...? Or Doesn't He? That Is The Question.

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>Murakami-San bought more shares in Shinsei Bank and now he is up to 8.14% of shares out and nearly 10% of voting rights.</li>
<li>The timing and price of his new buy tell you more about the possibilities. It confirms his strategy was totally independent of the poison pill kerfuffle.</li>
<li>In this insight we walk through the post-tender positioning framework and its possibilities in some detail. </li>
</ul>


Murakami-San bought more shares in Shinsei Bank and now he is up to 8.14% of shares out and nearly 10% of voting rights.
The timing and price of his new buy tell you more about the possibilities. It confirms his strategy was totally independent of the poison pill kerfuffle.
In this insight we walk through the post-tender positioning framework and its possibilities in some detail. 


Shinsei Bank (8303): Parsing Murakami-San's Bet

SBI Shinsei Bank

Shinsei Bank (8303): Parsing Murakami-San's Bet