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 Buybacks: NTT Announces A Big One, and the Devil's in the Details.

Japan Buybacks: NTT Docomo Buyback "Bigger" Than It Looks

NTT's Wholesaling of Its Fibre Network and General Cost Cutting Are Improving Returns.

Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) / Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) (9432 JP)

After the close today, <a href="https://www.smartkarma.com/entities/1089" target="_blank" data-smartkarma-citation="entities:1089">NTT Docomo</a><a href="https://www.nttdocomo.co.jp/english/corporate/ir/binary/pdf/irnews/160308/notice_160308_e.pdf" target="_blank">announced</a> that it had repurchased 120.867 million shares for a total of 307.5 billion yen. 117.9mm of those shares were repurchased from parent <a href="https://www.smartkarma.com/entities/623" target="_blank" data-smartkarma-citation="entities:623">NTT</a>.The buyback program as announced on January 29th authorized a share repurchase up to a prescribed maximum limit (under Article 156 of the Companies Act, as applied pursuant to Article 165 (3) of the Companies Act), of 220 million shares (5.67% of outstanding) up to JPY 500 billion (the rule which applies is…

After the close today, NTT Docomoannounced that it had repurchased 120.867 million shares for a total of 307.5 billion yen. 117.9mm of those shares were repurchased from parent NTT.The buyback program as announced on January 29th authorized a share repurchase up to a prescribed maximum limit (under Article 156 of the Companies Act, as applied pursuant to Article 165 (3) of the Companies Act), of 220 million shares (5.67% of outstanding) up to JPY 500 billion (the rule which applies is…

NTTドコモとNTT：ドコモの自社株買いの第一段階が完了 ― 今後の展開