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

MUFG/Danamon: Two Down, One (Possibly) To Go

Bank Tabungan Pensiunan Nasional: Still Misunderstood, Still Way Undervalued

Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go

Quiddity Advisors

Event-Driven

Bank Tabungan Pensiunan Nasional / Event-Driven

Bank Tabungan Pensiunan Nasional (BTPN IJ)

<p><a href="https://www.smartkarma.com/entities/483" target="_blank" data-smartkarma-citation="entities:483:1">Bank Tabungan Pensiunan Nasional (BTPN IJ)</a> ("BTPN") is a mid-sized Indonesian bank that concentrates serving on small businesses and individuals. <a href="https://www.smartkarma.com/profiles/1079" target="_blank" data-smartkarma-citation="accounts:1079">Johannes Salim, CFA</a> has written several insights about the bank in the past year, available <a href="https://www.smartkarma.com/entities/bank-tabungan-pensiunan-nasional-tbk-pt/insights" target="_blank">here</a>. In a series of transactions, <a href="https://www.smartkarma.com/entities/217" target="_blank" data-smartkarma-citation="entities:217:1">Sumitomo Mitsui Financial (8316 JP)</a> spent about JPY 150 billion to buy a 24.26% stake in May 2013 (announced in December 2012 as a stake purchase from TPG Nusantara), lifting its stake in the lender to 40% in March 2014. Since…</p>

Bank Tabungan Pensiunan Nasional (BTPN IJ) ("BTPN") is a mid-sized Indonesian bank that concentrates serving on small businesses and individuals. Johannes Salim, CFA has written several insights about the bank in the past year, available here. In a series of transactions, Sumitomo Mitsui Financial (8316 JP) spent about JPY 150 billion to buy a 24.26% stake in May 2013 (announced in December 2012 as a stake purchase from TPG Nusantara), lifting its stake in the lender to 40% in March 2014. Since…

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

SMBC Merging Indo Unit with BTPN, Results in Cash Put for Shareholders