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

Tokyo Electric Power (TEPCO) / Event-Driven

<ul>
<li>15 years ago last week, Japan was struck by a huge earthquake accompanied by a tsunami causing nearly 20,000 deaths, and knocking out a TEPCO nuclear power plant, causing disaster.</li>
<li>The govt+public blamed TEPCO, which has paid out ¥11trln+ of compensation so far. 15yrs later, the company is trying to find a way to grow its way out of debt.</li>
<li>Today, the Asahi said alliance proposals had come in, including a takeover proposal. The stock went limit up. This is early, and there are LOTS of considerations.</li>
</ul>


15 years ago last week, Japan was struck by a huge earthquake accompanied by a tsunami causing nearly 20,000 deaths, and knocking out a TEPCO nuclear power plant, causing disaster.
The govt+public blamed TEPCO, which has paid out ¥11trln+ of compensation so far. 15yrs later, the company is trying to find a way to grow its way out of debt.
Today, the Asahi said alliance proposals had come in, including a takeover proposal. The stock went limit up. This is early, and there are LOTS of considerations.


[Japan Event] Rumblings at TEPCO (9501) Send the Stock Limit Up