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] Update on SBI's Tender for BASE (4477 JP)

[Japan Partial Tender] SBI Launches Partial Offer for 20% of BASE (4477 JP) At ¥340 - Needs More

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sbi-holdings-inc" target="_blank" data-smartkarma-citation="entities:10928:1" rel="noopener">SBI Holdings (8473 JP)</a> announced plans today to increase its stake in <a href="https://www.smartkarma.com/entities/brangista-inc" target="_blank" data-smartkarma-citation="entities:58614:1" rel="noopener">Brangista (6176 JP)</a> over the next nearly 7mos.</li>
<li>A year ago, SBI and Brangista signed a Capital and Business Alliance and SBI unit SBINM GK bought a third party allotment for ~8%. </li>
<li>Now they are going to increase their stake. It's a smallcap but it's worth a look because... supply/demand dynamics...</li>
</ul>



SBI Holdings (8473 JP) announced plans today to increase its stake in Brangista (6176 JP) over the next nearly 7mos.
A year ago, SBI and Brangista signed a Capital and Business Alliance and SBI unit SBINM GK bought a third party allotment for ~8%. 
Now they are going to increase their stake. It's a smallcap but it's worth a look because... supply/demand dynamics...


SBI (8473 JP) To Raise Stake in Brangista (6176 JP) In the Market Over 7 Months