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

ToyoKen (1890)- Infroneer Declines to Bid Up, YFO Now In Driver's Seat - Now It's A Range Trade

Yamauchi No.10 Announces Its Offer (If Toyo Accepts)

Toyo Construction Comes Out Fighting Against YFO, But Sincerely.

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

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>Yamauchi No10 Family Office (YFO) Friday declared a fourth buyer in its group and reached 26.28% as of the 19th. </li>
<li>Toyo Construction revealed a back-and-forth between itself and YFO in which it was revealed It YFO had also proposed a Tender Offer at ¥1,000/Share subject to discussions and Board Agreement. </li>
<li>This, and YFO's position make Infroneer's ¥770/share Tender Offer somewhat untenable. Shares could become more volatile. </li>
</ul>


Yamauchi No10 Family Office (YFO) Friday declared a fourth buyer in its group and reached 26.28% as of the 19th. 
Toyo Construction revealed a back-and-forth between itself and YFO in which it was revealed It YFO had also proposed a Tender Offer at ¥1,000/Share subject to discussions and Board Agreement. 
This, and YFO's position make Infroneer's ¥770/share Tender Offer somewhat untenable. Shares could become more volatile. 


ToyoKen (1890) - YFO Proposes ¥1,000/Share So Now We Need Discussions