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

Shinko Electric (6967) - Chicken and Logistics

Shinko Electric (6967 JP) Takeover - THIS Is a Dip to Buy

Shinko Electric (6967 JP) - SAMR Approved, Trading Tight, Done Deal

Shinko Electric (6967) - All Approvals In, JIC Says "Mid-Feb" So Cash Is 19-21 March?

Quiddity Advisors

Event-Driven

Shinko Electric Industries / Event-Driven

<ul>
<li>Today quite late, the JIC Consortium announced the launch of the <a href="https://www.smartkarma.com/entities/shinko-electric-industries" target="_blank" data-smartkarma-citation="entities:15066:1" rel="noopener">Shinko Electric Industries (6967 JP)</a> Tender Offer expected "mid-February". Price is still ¥5,920/share. </li>
<li>This is basically going to be all arbs and passive now. And arbs gonna arb.</li>
<li>Congrats if you bought the lows in late November early December. Great trade. Congrats if you bought the last delay dip. Now we can all go home.</li>
</ul>


Today quite late, the JIC Consortium announced the launch of the Shinko Electric Industries (6967 JP) Tender Offer expected "mid-February". Price is still ¥5,920/share. 
This is basically going to be all arbs and passive now. And arbs gonna arb.
Congrats if you bought the lows in late November early December. Great trade. Congrats if you bought the last delay dip. Now we can all go home.


JIC Launches Shinko (6967) Deal At ¥5,920/Share