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

Toshiba – Realistic Valuation Disappoints Markets

Toshiba (6502) - Funding Deadline Risk Was Known 6+ Weeks Ago

Toshiba (6502) - There Is Actual News, and There Are Datapoints Which Masquerade as News

Toshiba (6502) - JIP Gets Preferred Bidder Status and We Get The First Price Leak

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>Media reported last night that JIP would bid ¥2.2trln for Toshiba. That's about ¥5,000-5,100/share. </li>
<li>This morning, there is a bit more clarification. Funnily, that means there is less info here than people think.</li>
<li>But it is not a great look for either JIP or Toshiba at this point.</li>
</ul>


Media reported last night that JIP would bid ¥2.2trln for Toshiba. That's about ¥5,000-5,100/share. 
This morning, there is a bit more clarification. Funnily, that means there is less info here than people think.
But it is not a great look for either JIP or Toshiba at this point.


Toshiba Corp

Toshiba (6502 JP) - Weak Sauce from JIP