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

Toyo Construction Comes Out Fighting Against YFO, But Sincerely.

Toyo Construction - YFO Standstill Against TC Hostility

Toyo Cancels Poison Pill At Last Minute - Range to the Upside

ToyoKen (1890) Mystery Bidder Is Yamauchi No. 10 Family Office - And That Changes Things

ToyoKen (1890) - YFO Proposes ¥1,000/Share So Now We Need Discussions

ToyoKen (1890)- Infroneer Declines to Bid Up, YFO Now In Driver's Seat - Now It's A Range Trade

Quiddity Advisors

Event-Driven

<ul>
<li>Yamauchi No.10 Family Office and <a href="https://www.smartkarma.com/entities/toyo-construction-co-ltd" target="_blank" data-smartkarma-citation="entities:1176:1" rel="noopener">Toyo Construction (1890 JP)</a> have been going back and forth in the last few weeks, with TC trying to figure out if it accepts YFO.</li>
<li>The Infroneer Tender Offer ends today, and with that - perhaps coincidental timing and perhaps not - YFO has formally announced an intention to launch a Tender Offer.</li>
<li>That puts the ball back in Toyo Construction's court. The deal would be at ¥1,000/share and would launch in late June... <em>if</em> TC is ready and willing.</li>
</ul>


Yamauchi No.10 Family Office and Toyo Construction (1890 JP) have been going back and forth in the last few weeks, with TC trying to figure out if it accepts YFO.
The Infroneer Tender Offer ends today, and with that - perhaps coincidental timing and perhaps not - YFO has formally announced an intention to launch a Tender Offer.
That puts the ball back in Toyo Construction's court. The deal would be at ¥1,000/share and would launch in late June... if TC is ready and willing.


Yamauchi No.10 Announces Its Offer (If Toyo Accepts)