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

Quiddity Advisors

Event-Driven

<ul>
<li>Carlyle has launched a bid for business news and data service owner <a href="https://www.smartkarma.com/entities/uzabase-inc" target="_blank" data-smartkarma-citation="entities:27798:1" rel="noopener">Uzabase Inc (3966 JP)</a>. The bid is far below the price of a couple years ago. </li>
<li>But the price clears the 2022 high by 1 tick. Some will be OK with this, but some may not be. </li>
<li>At a 72% premium, optically it appears attractive, but given circumstances, it is not a total knockout, though I don't know who would come in.</li>
</ul>


Carlyle has launched a bid for business news and data service owner Uzabase Inc (3966 JP). The bid is far below the price of a couple years ago. 
But the price clears the 2022 high by 1 tick. Some will be OK with this, but some may not be. 
At a 72% premium, optically it appears attractive, but given circumstances, it is not a total knockout, though I don't know who would come in.


Uzabase (3966) Agrees to Carlyle Takeover