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

JSR (4185) - Updated Information in SUNY Lawsuit, and Other Developments

JSR (4185) - Reporters Reportedly Report Conditions Such That JIC Deal Could Come Soon

Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed Now

JSR (4185 JP) Takeover - Why So Wide? FUD and Flows

JSR (4185) - Very Juicy Arb Return At Expected Timeline

Shinko Electric (6967) Takeover:  Changing Break/Gap Risk as Comps Gain

JSR (4185) - Deal Approval Unexpectedly Delayed, As Expected

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jsr-corp" target="_blank" data-smartkarma-citation="entities:17620:1" rel="noopener">JSR Corp (4185 JP)</a>  <a href="https://www.jsr.co.jp/jsr_e/news/2024/20240202.html" target="_blank" rel="noopener">announced</a> 2 February on its website that the Research Foundation for the State University of New York (“RF SUNY”) <strong><a href="https://www.pacermonitor.com/public/case/52119743/The_Research_Foundation_for_the_State_University_of_New_York_v_Inpria_Corporation_et_al" target="_blank" rel="noopener">filed suit</a></strong> against JSR subsidiary Inpria 25 January.</li>
<li>JSR claims no wrongdoing. A court order from the US District Court for the Northern District of New York denied RF SUNY's request for a hearing by 5 February.</li>
<li>This may put a short-term damper on sentiment in the name, and I expect the JICC people have been working on this for a week. </li>
</ul>



JSR Corp (4185 JP)  announced 2 February on its website that the Research Foundation for the State University of New York (“RF SUNY”) filed suit against JSR subsidiary Inpria 25 January.
JSR claims no wrongdoing. A court order from the US District Court for the Northern District of New York denied RF SUNY's request for a hearing by 5 February.
This may put a short-term damper on sentiment in the name, and I expect the JICC people have been working on this for a week. 


JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit Against JSR Sub Inpria