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

Yamaguchi Financial Group (8418 JP): In Autumn Finery

Yamaguchi Financial Group (8418 JP): Autumn Chills

Quiddity Advisors

Event-Driven

Yamaguchi Financial Group In / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/yamaguchi-financial-group-inc" target="_blank" data-smartkarma-citation="entities:15836:1" rel="noopener">Yamaguchi Financial Group In (8418 JP)</a> is the holding company for three western Japan regional banks. Cheapish/overcapitalised, restructuring painfully, but aimed at 5% ROE and capital efficiency.</li>
<li>To that end, it is buyback back a lot of stock. </li>
<li>Compared to its Real World Float, it really is a lot of stock, and it is on-market.</li>
</ul>



Yamaguchi Financial Group In (8418 JP) is the holding company for three western Japan regional banks. Cheapish/overcapitalised, restructuring painfully, but aimed at 5% ROE and capital efficiency.
To that end, it is buyback back a lot of stock. 
Compared to its Real World Float, it really is a lot of stock, and it is on-market.


Yamaguchi Financial (8418) - Big On-Market Buyback for Middling Not Too Expensive Regional Bank