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 Data:  Dell Deal Done (Not) Dirt Cheap, But... Well... We Don't Know Yet

NTT Data – Should Benefit from Suga’s Digitalisation Drive While You Wait for an NTT Buyout

NTT Data: Beware of NTT Subsidiaries Making Bad Buys

Equity Bottom-Up

<figure class="editor-figure"> A day after I wrote <a href="https://www.smartkarma.com/insights/ntt-data-beware-of-ntt-subsidiaries-making-bad-buys" target="_blank" data-smartkarma-citation="insights:2956">NTT Data: Beware of NTT Subsidiaries Making Bad Buys </a>suggesting <a href="https://www.smartkarma.com/entities/11232" target="_blank" data-smartkarma-citation="entities:11232">NTT Data</a> and thus <a href="https://www.smartkarma.com/entities/623" target="_blank" data-smartkarma-citation="entities:623">NTT</a> Group was going to be making another potentially costly overseas mistake by buying an underperforming technology consulting business (with a negative growth rate), the Nikkei published an <a href="http://asia.nikkei.com/Japan-Update/Dell-offer-lets-NTT-group-rewrite-its-future" target="_blank">article</a> titled "Dell offer lets NTT group rewrite its future".</figure><blockquote>
An offer by U.S. computer giant Dell to sell its information technology services division presents a great opportunity for the Nippon Telephone…
</blockquote>

 A day after I wrote NTT Data: Beware of NTT Subsidiaries Making Bad Buys suggesting NTT Data and thus NTT Group was going to be making another potentially costly overseas mistake by buying an underperforming technology consulting business (with a negative growth rate), the Nikkei published an article titled "Dell offer lets NTT group rewrite its future".
An offer by U.S. computer giant Dell to sell its information technology services division presents a great opportunity for the Nippon Telephone…


NTT (Nippon Telegraph & Telephone) (9432 JP)

NTT Data: A Decision on Perot Systems Due This Week - Horrible Transaction Stay Away

NTT Data Corp

NTT Data: A Decision on Perot Systems Due This Week - Horrible Transaction Stay Away