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

Danamon Even Downer: MSCI Rule Change Makes For Interestinger Times

BDMN/BBNP Merger Leads to BDMN Buyout Arb

MUFG/Danamon: Two Down, One (Possibly) To Go

Bank Danamon: Fundamentals Revisited Plus Thoughts on M&A

Quiddity Advisors

Event-Driven

<p>The process of the merger between <a href="https://www.smartkarma.com/entities/135" target="_blank" data-smartkarma-citation="entities:135:1">Bank Danamon Indonesia (BDMN IJ)</a> and <a href="https://www.smartkarma.com/entities/218" target="_blank" data-smartkarma-citation="entities:218:1">Mitsubishi Ufj Financial (8306 JP)</a>'s local unit <a href="https://www.smartkarma.com/entities/6403" target="_blank" data-smartkarma-citation="entities:6403:1">Bank Nusantara Parahyangan (BBNP IJ)</a> is proceeding apace.</p><p>Today, the shares go ex-rights for shareholders looking to both vote on March 26th and, assuming the vote goes through, to elect to receive cash of IDR 9,590 instead of continuing to hold shares. BDMN shares are trading down, as expected. </p>

The process of the merger between Bank Danamon Indonesia (BDMN IJ) and Mitsubishi Ufj Financial (8306 JP)'s local unit Bank Nusantara Parahyangan (BBNP IJ) is proceeding apace.Today, the shares go ex-rights for shareholders looking to both vote on March 26th and, assuming the vote goes through, to elect to receive cash of IDR 9,590 instead of continuing to hold shares. BDMN shares are trading down, as expected. 

Mitsubishi UFJ Financial (MUFG) (8306 JP)

Bank Danamon Indonesia

Bank Danamon Goes Ex-Rights