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

Updated TOPIX Selldown and Index Flows This Week - Initial TOPIX Selldown of Toshiba NEXT Month

Toshiba (6502) Tender - Certainly Cheaper. Maybe Delayed, But Toshiba Fatigue Is Strong

Toshiba (6502) Tender Offer - Kioxia Optionality

JIP Tender Offer for Toshiba (6502) Finally Here

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>The JIP Tender Offer for <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a> closes today. I expect that we will see results announced as early as late tonight, but by law, by latest tomorrow.</li>
<li>There will be at least three major index downweights, and possibly deletions, most likely in the following five trading days.</li>
<li>This shows the approximate maximum share and dollar amounts to be sold, and approximate dates. </li>
</ul>


The JIP Tender Offer for Toshiba Corp (6502 JP) closes today. I expect that we will see results announced as early as late tonight, but by law, by latest tomorrow.
There will be at least three major index downweights, and possibly deletions, most likely in the following five trading days.
This shows the approximate maximum share and dollar amounts to be sold, and approximate dates. 


Toshiba Tender Offer Ends Today - Upcoming Index Selldown Schedule