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 FY23 Profit Forecast - 105% Payout = 6.5%, Lots of Shares Changing Hands

YFO Goes Hard for Board Spill - Independents AND Executives

Stuck With Each Other:  Toyo "Special Committee" Against Toyo Tender, Toyo Against YFO Proposals

YFO To Take the Fight To Toyo Construction's Board

Toyo Construction (1890) Plays Offence - A New Mid-Term Mgmt Plan with High Shareholder Payout

Toyo Construction (1890) Investors/Traders Beware

Quiddity Advisors

Event-Driven

<ul>
<li>This morning, Reuters is <a href="https://www.reuters.com/markets/deals/takeover-target-nintendo-family-office-asks-japan-government-probe-2023-03-27" target="_blank" rel="noopener">reporting</a> that <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> has asked the Japanese government to investigate alleged breaches of the Foreign Exchange and Foreign Trade Act by YFO. </li>
<li>Why? The Very Japanese family office of Nintendo's founding family used Cayman entities to purchase Toyo shares and Toyo was re-labeled as having businesses in "Core Sectors" in October 2021.</li>
<li>Toyo has also repeated its complaint about changed "intentions" on large shareholder filings. That bit of the complaint is 10 months old. A closer look at the details within.</li>
</ul>


This morning, Reuters is reporting that Toyo Construction (1890 JP) has asked the Japanese government to investigate alleged breaches of the Foreign Exchange and Foreign Trade Act by YFO. 
Why? The Very Japanese family office of Nintendo's founding family used Cayman entities to purchase Toyo shares and Toyo was re-labeled as having businesses in "Core Sectors" in October 2021.
Toyo has also repeated its complaint about changed "intentions" on large shareholder filings. That bit of the complaint is 10 months old. A closer look at the details within.


東洋建設（1890）が別の戦略を試す - 外為法！