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

<ul>
<li>Today, regional supermarket operator <a href="https://www.smartkarma.com/entities/life-corp" target="_blank" data-smartkarma-citation="entities:1743:1" rel="noopener">Life Corp (8194 JP)</a> announced a TOB on processed foods and supermarket services outsourcee <a href="https://www.smartkarma.com/entities/albis-co-ltd" target="_blank" data-smartkarma-citation="entities:16344:1" rel="noopener">Albis Co Ltd (7475 JP)</a>. </li>
<li>Albis is a TOPIX stock which will be announced as a DELETE next month. MitCorp owns 16.6%. Other crossholders hold 20+%. Foreigners hold nothing. Retail most of the rest.</li>
<li>This likely gets done. It's tiny. Illiquidish. Another smallcap disappearing to earn synergies without paying for them.</li>
</ul>


Today, regional supermarket operator Life Corp (8194 JP) announced a TOB on processed foods and supermarket services outsourcee Albis Co Ltd (7475 JP). 
Albis is a TOPIX stock which will be announced as a DELETE next month. MitCorp owns 16.6%. Other crossholders hold 20+%. Foreigners hold nothing. Retail most of the rest.
This likely gets done. It's tiny. Illiquidish. Another smallcap disappearing to earn synergies without paying for them.


[Japan M&A] MitCorp Affiliate Life Corp (8194) Launches Tender for MitCorp Affiliate Albis (7475)