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

[Japan M&A/Activism] Toyota RE Deal for Toyota Inds (6201) Part II: Trading Through, Buns at Dawn

[Japan CorpGov] TSE "Mgmt Conscious" Reports (Feb26) - Disappointing Case Studies, Weak Study Group

[Japan M&A/Activism] Toyota RE Says No Bump for Toyota Inds (6201) Part III - Elliott Makes Its Case

[Japan M&A] Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a Re-IPO

[Japan M&A] Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse Than It Looks

[Japan M&A/Activism] Toyota Industries (6201) Deal Could Be Announced Near-Term

Quiddity Advisors

Equity Capital Markets

<ul>
<li>There is a Company in the Japanese automotive and industrial sector owned and controlled by a major OEM, with a merger in the cards. Terms were proposed early last June.</li>
<li>The OEM agreed to buy assets from the Company post-merger. It is injecting capital in the form of equity and pref shares. It has thrown minority investors under the bus.</li>
<li>That company is not Toyota Industries. But unlike the up-front-and-done indignity suffered by TICO shareholders, Hino’s shareholders may suffer continuing indignity. Merger incoming. Enormous overhang imminent.</li>
</ul>


There is a Company in the Japanese automotive and industrial sector owned and controlled by a major OEM, with a merger in the cards. Terms were proposed early last June.
The OEM agreed to buy assets from the Company post-merger. It is injecting capital in the form of equity and pref shares. It has thrown minority investors under the bus.
That company is not Toyota Industries. But unlike the up-front-and-done indignity suffered by TICO shareholders, Hino’s shareholders may suffer continuing indignity. Merger incoming. Enormous overhang imminent.


[Japan M&A] ARCHION (Hino+MFTBC) Merger Incoming; Still a Re-IPO, Still Rich

Hino Motors Ltd

[Japan M&A] ARCHION (Hino+MFTBC) Merger Incoming; Still a Re-IPO, Still Rich