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

Idemitsu Launches Lowball Tender Offer for Subsidiary Toa Oil (5008)

Toa Oil (5008) Tender Offer Update - Looks Bumpity.

Toa Oil (5008) Tender Offer Updated Update - STILL Looks Bumpity

Tonen/JX: Merger Ratio Decided, Likely to Be Smooth Sailing

Event-Driven

In July 2015, after 7 months of speculation that #2 Japanese refiner by sales <a href="https://www.smartkarma.com/entities/109" target="_blank" data-smartkarma-citation="entities:109:1">Idemitsu Kosan Co Ltd (5019 JP)</a> and #4 <a href="https://www.smartkarma.com/entities/108" target="_blank" data-smartkarma-citation="entities:108:1">Showa Shell Sekiyu Kk (5002 JP)</a> would join together, the two companies announced an MOU whereby Idemitsu would buy a 33% stake in Showa Shell from Royal Dutch Shell, and then would look to merge.Five months later in early December 2015, #1 Japanese refiner <a href="https://www.smartkarma.com/entities/638" target="_blank" data-smartkarma-citation="entities:638:1">JX Holdings Inc (5020 JP)</a> and #3-by-sales-#2-by-refining-capacity <a href="https://www.smartkarma.com/entities/20116" target="_blank" data-smartkarma-citation="entities:20116:1">Tonengeneral Sekiyu Kk (5012 JP)</a> announced an MOU to merge.…

In July 2015, after 7 months of speculation that #2 Japanese refiner by sales Idemitsu Kosan Co Ltd (5019 JP) and #4 Showa Shell Sekiyu Kk (5002 JP) would join together, the two companies announced an MOU whereby Idemitsu would buy a 33% stake in Showa Shell from Royal Dutch Shell, and then would look to merge.Five months later in early December 2015, #1 Japanese refiner JX Holdings Inc (5020 JP) and #3-by-sales-#2-by-refining-capacity Tonengeneral Sekiyu Kk (5012 JP) announced an MOU to merge.…

日本の石油精製会社の合併：独占禁止法の承認を一括化