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) - Deal Approval Unexpectedly Delayed, As Expected

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

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

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

JIC Launches a NOT-¥1trln Tender Offer for JSR (4185). Welcome? Yes. Overwhelming? Meh.

JIC To Launch ¥1 Trillion Takeover on JSR (4185)

Quiddity Advisors

Event-Driven

<ul>
<li>Many months ago I suggested the JIC Tender Offer <a href="https://www.smartkarma.com/entities/jsr-corp" target="_blank" data-smartkarma-citation="entities:17620:1" rel="noopener">JSR Corp (4185 JP)</a> was not overwhelmingly high-priced, but that it would be "heavy" for months to come. </li>
<li>FUD and Flows would widen the spread. And they did.</li>
<li>Now the time decay to expected approvals and tender offer start are getting steep. Time to Fight The FUD.</li>
</ul>


Many months ago I suggested the JIC Tender Offer JSR Corp (4185 JP) was not overwhelmingly high-priced, but that it would be "heavy" for months to come. 
FUD and Flows would widen the spread. And they did.
Now the time decay to expected approvals and tender offer start are getting steep. Time to Fight The FUD.


JSR Corp

JSR (4185) - Time To Fight The FUD