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] Gunma Bank Gunma Bank (8334) And DHFG (7327) Finalise Ratio for End-Mar27 Integration

Gunma Bank (8334) And DHFG (7327) In Integration Talks - 'Guess The Ratio' Is 'Efficiency Vs Value'

Quiddity Advisors

Event-Driven

<ul>
<li>Regional bank consolidation is on the menu in Japan. Expect more of it.</li>
<li>Intra-Prefecture is the obvious case. In rural prefectures, JA and the Post Bank are credible deposit-taker competition. SME lending is less obvious, though cross-border (neighbouring prefecture) combinations could arise.</li>
<li>A new transaction suggests another combination is on its way. I'd buy.</li>
</ul>


Regional bank consolidation is on the menu in Japan. Expect more of it.
Intra-Prefecture is the obvious case. In rural prefectures, JA and the Post Bank are credible deposit-taker competition. SME lending is less obvious, though cross-border (neighbouring prefecture) combinations could arise.
A new transaction suggests another combination is on its way. I'd buy.


Daishi Hokuetsu Financial Group (7327 JP)

[Japan M&A] Regional Bank Consolidation Efforts May Pick Up

Daito Bank

[Japan M&A] Regional Bank Consolidation Efforts May Pick Up