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

Toyo Construction (1890) - Mystery Holders Now 17% (Or More)

ToyoKen (1890) Mystery Bidder Is Yamauchi No. 10 Family Office - And That Changes Things

Infroneer (5076 JP) Tender Offer for Toyo Construction (1890 JP) Could Get Funky

Toyo Construction (1890) Tender Situation Indeed Getting Funky

Quiddity Advisors

Event-Driven

<ul>
<li>After Murakami-san reported yesterday selling most of his shares on 23 March, the stock fell heavily today. From 6.7% above terms to 0.65% above terms. </li>
<li>6.5 mm shares changed hands today at less than a 1% premium to terms.</li>
<li>After the close, a Cayman company, "WK 1 Limited", announced it had two affiliates owned 5.89% as of 24-March. Still funky. Still fun. Bet it pops now.</li>
</ul>


After Murakami-san reported yesterday selling most of his shares on 23 March, the stock fell heavily today. From 6.7% above terms to 0.65% above terms. 
6.5 mm shares changed hands today at less than a 1% premium to terms.
After the close, a Cayman company, "WK 1 Limited", announced it had two affiliates owned 5.89% as of 24-March. Still funky. Still fun. Bet it pops now.


Toyo Construction (1890) Tender Still Funky - A New (Perhaps Serious), but Secretive Large Holder