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

Hitachi Transport (9086) - KKR Deal Is Here And There Are Index Implications

Hitachi Transport (9086 JP):  Trading Too Wide

Hitachi Transport (9086 JP): STILL Trading Too Wide

Hitachi Transport (9086 JP) - Tender Launch Likely Soon But Watch for Flow

Quiddity Advisors

Event-Driven

<ul>
<li>The KKR consortium which was to buy <a href="https://www.smartkarma.com/entities/hitachi-transport-system-ltd" target="_blank" data-smartkarma-citation="entities:2395:1" rel="noopener">Hitachi Transport System (9086 JP)</a> has encountered a delay. What was to start in September is now scheduled for November. </li>
<li>On the 29th, HTS released a document saying KKR still had a couple of approvals or lapses of waiting periods needed. </li>
<li>The HTS announcement suggested the start of the Tender Offer would be early November rather than end-September.</li>
</ul>


The KKR consortium which was to buy Hitachi Transport System (9086 JP) has encountered a delay. What was to start in September is now scheduled for November. 
On the 29th, HTS released a document saying KKR still had a couple of approvals or lapses of waiting periods needed. 
The HTS announcement suggested the start of the Tender Offer would be early November rather than end-September.


Hitachi Transport (9086) - Delay Doesn't Mean Ditched