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

Equity Capital Markets

Japan Electronic Materials / Equity Capital Markets

<ul>
<li>With the huge boom in AI, the wafer, semiconductor, and SPE space has gone bonkers.Many stocks are up 5x, 10x, even 50x in the last months and years.</li>
<li>
<a href="https://www.smartkarma.com/entities/japan-electronic-materials" target="_blank" data-smartkarma-citation="entities:14516:1" rel="noopener">Japan Electronic Materials (6855 JP)</a> makes probe cards for wafer/IC testing. (between etch and dicing). The stock is up. Comps are up even more (and are expensive).</li>
<li>4 weeks ago, they revised up earnings, divs, and announced a new plant. Shares rose 100% in 3wks. Then a week ago, they announced an equity offering to fund it.</li>
</ul>


With the huge boom in AI, the wafer, semiconductor, and SPE space has gone bonkers.Many stocks are up 5x, 10x, even 50x in the last months and years.

Japan Electronic Materials (6855 JP) makes probe cards for wafer/IC testing. (between etch and dicing). The stock is up. Comps are up even more (and are expensive).
4 weeks ago, they revised up earnings, divs, and announced a new plant. Shares rose 100% in 3wks. Then a week ago, they announced an equity offering to fund it.


[Japan Offering] Japan Electronic Materials (6855 JP) - More Money for More Probe Cards