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

On 10 April 2020 after the close, two subsidiaries of <a href="https://www.smartkarma.com/entities/aeon-co-ltd" target="_blank" data-smartkarma-citation="entities:3:1" rel="noopener">Aeon Co Ltd (8267 JP)</a> based in the southernmost of Japan's four main islands - <a href="https://www.smartkarma.com/entities/maxvalu-kyushu-co-ltd" target="_blank" data-smartkarma-citation="entities:18842:1" rel="noopener">Maxvalu Kyushu (3171 JP)</a> and <a href="https://www.smartkarma.com/entities/aeon-kyushu-co-ltd" target="_blank" data-smartkarma-citation="entities:11573:1" rel="noopener">Aeon Kyushu (2653 JP)</a> announced plans to merge on 1 September 2020. The larger of the two - Aeon Kyushu - will be the surviving company.The ratio is set to 1.5 : 1 which is to say that MaxValu Kyushu shareholders will get 1.5 Aeon Kyushu shares for every 1 MaxValu Kyushu shares held. The vote is a foregone conclusion as Aeon itself owns 77% of MV Kyushu and 67.9% of Aeon Kyushu. There may be something to do here.

On 10 April 2020 after the close, two subsidiaries of Aeon Co Ltd (8267 JP) based in the southernmost of Japan's four main islands - Maxvalu Kyushu (3171 JP) and Aeon Kyushu (2653 JP) announced plans to merge on 1 September 2020. The larger of the two - Aeon Kyushu - will be the surviving company.The ratio is set to 1.5 : 1 which is to say that MaxValu Kyushu shareholders will get 1.5 Aeon Kyushu shares for every 1 MaxValu Kyushu shares held. The vote is a foregone conclusion as Aeon itself owns 77% of MV Kyushu and 67.9% of Aeon Kyushu. There may be something to do here.

イオンがイオン九州を買収 | マックスバリュ九州が合併へ - 合意成立、比率は低調