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

Quiddity Advisors

Event-Driven

<ul>
<li>Accenture Japan has just bid a 120% premium for fast-growing smallcap <a href="https://www.smartkarma.com/entities/albert-inc" target="_blank" data-smartkarma-citation="entities:29668:1" rel="noopener">ALBERT Inc (3906 JP)</a> which provides data science solutions to a focused client base. </li>
<li>Revenues are growing fast. EBIT is growing faster. EBIT is expected to be 300% higher in 3 years. </li>
<li>This is 50+% corporate-held. Retail decides the rest. This is probably a done deal.</li>
</ul>


Accenture Japan has just bid a 120% premium for fast-growing smallcap ALBERT Inc (3906 JP) which provides data science solutions to a focused client base. 
Revenues are growing fast. EBIT is growing faster. EBIT is expected to be 300% higher in 3 years. 
This is 50+% corporate-held. Retail decides the rest. This is probably a done deal.


アクセンチュア・ジャパン、データサイエンス企業ALBERT（3906）に120%のプレミアムで買収提案