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

[Japan Partial Tender] Toyota's US$23bn Tender Buyback from TICO Is Potentially a Big Put Option

[Japan Buyback] Denso (6902) And Aisin (7259) Start Large Tender Buybacks; Tsusho Likely, Ibiden a ❓

[Japan M&A] TAPCO-TICO (6201) Deal VIII - Toyota Group Bumps, Elliott Agrees, STILL the Wrong Price.

[Japan M&A] TICO Closes Monday - The TOB Is Still WAY Wrong - TAPCO ¥20,600 Bid Gets Est. BVPS ¥25k+

[Japan M&A/Activism] Toyota Fudosan -TICO (6201) Deal VII - Risks, Risk Mgmt, and Cui Bono?

Quiddity Advisors

Index Rebalance

<ul>
<li>The three major index holders of <a href="https://www.smartkarma.com/entities/toyota-industries-corp" target="_blank" data-smartkarma-citation="entities:4500:1" rel="noopener">Toyota Industries (6201 JP)</a> are two global index providers' indices - M _ _ _ and F _ _ _ - and TSE Indices.</li>
<li>All three have now announced treatment. That leads to a set of trades across an assortment of dates over the next 8 weeks. 🚨 <strong>The first is today. 🚨</strong>
</li>
<li>Some dates and weights are known for sure. Some are not. Below is a best efforts estimate of weights and amounts. Updates will be added later below in Discussions.</li>
</ul>


The three major index holders of Toyota Industries (6201 JP) are two global index providers' indices - M _ _ _ and F _ _ _ - and TSE Indices.
All three have now announced treatment. That leads to a set of trades across an assortment of dates over the next 8 weeks. 🚨 The first is today. 🚨

Some dates and weights are known for sure. Some are not. Below is a best efforts estimate of weights and amounts. Updates will be added later below in Discussions.


[Quiddity Index] Post TICO (6201 JP) Tender Offer - The Index Flows, SMALLER than Theoretical