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

NTT (9432) To Overpay To Take Over NTT Data (9613) Subsidiary?

[Japan M&A] NTT (9432) Overpays To Buy Out NTT Data (9613) Minorities

[Japan Event] Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way

NTT and NTT Data Reshuffle the Deckchairs and Everyone "Wins"

NTT Buybacks Continue - Bigger, Better, Faster, Stronger

NTT (Buy) - Q1 21 Results Reaction: Buyback Confirmed

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nippon-telegraph-telephone-corporation" target="_blank" data-smartkarma-citation="entities:623:1" rel="noopener">NTT (Nippon Telegraph &amp; Telephone) (9432 JP)</a> and <a href="https://www.smartkarma.com/entities/ntt-data-corp" target="_blank" data-smartkarma-citation="entities:11232:1" rel="noopener">NTT Data Corp (9613 JP)</a> did a deal earlier this year to sell NTT's global data business to NTT Data. Discussed <a href="https://www.smartkarma.com/insights/ntt-and-ntt-data-reshuffle-the-deckchairs-and-everyone-wins" target="_blank" rel="noopener">here</a>.</li>
<li>NTT sold 55% of its current overseas business in NTT Communications, Dimension Data, and NTT Security Group, in return getting 45% of NTT Data's current global business, plus ¥112bn. </li>
<li>NTT would then spend ¥100bn of the ¥112bn increasing its stake. So far it has spent ¥58.39bn buying 18% of volume every day since Oct 1.</li>
</ul>



NTT (Nippon Telegraph &amp; Telephone) (9432 JP) and NTT Data Corp (9613 JP) did a deal earlier this year to sell NTT's global data business to NTT Data. Discussed here.
NTT sold 55% of its current overseas business in NTT Communications, Dimension Data, and NTT Security Group, in return getting 45% of NTT Data's current global business, plus ¥112bn. 
NTT would then spend ¥100bn of the ¥112bn increasing its stake. So far it has spent ¥58.39bn buying 18% of volume every day since Oct 1.


NTT (Nippon Telegraph & Telephone) (9432 JP)

NTT Buying NTT Data Shares - ¥40bn to Go