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

BMW Q1 Implications : Chinese Dealers Getting Rebates ?

Baoxin:  Sales? Check. Signatures? Easy. SAFE? Hmmm... Deal In Danger? Maybe.

Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures

BAOXIN: Further Undertakings -If You Think This Gets Done, It's Too Cheap. Gotta Have It.

Event-Driven

Brilliance China Automotive / Event-Driven

<a href="https://www.smartkarma.com/entities/21591" target="_blank" data-smartkarma-citation="entities:21591">BMW AG</a> 2016 Q1 <a href="https://www.bmwgroup.com/content/dam/bmw-group-websites/bmwgroup_com/ir/finanzberichte/pdf/en/Q1_2016_BMW_Group_engl_Online.pdf" target="_blank">results</a> are out and there are China numbers.There is not a lot of new information to help understand the Baoxin situation better but there are a few tidbits to help understand Q1 results and production and the very large discrepancy between domestically manufactured vehicle sales and local production.<div class="content-highlight">In one sentence, domestically-manufactured vehicle (those produced by the BMW Brilliance Automotive, Shenyang JV) count dropped significantly while domestically-manufactured sales…</div>

BMW AG 2016 Q1 results are out and there are China numbers.There is not a lot of new information to help understand the Baoxin situation better but there are a few tidbits to help understand Q1 results and production and the very large discrepancy between domestically manufactured vehicle sales and local production.In one sentence, domestically-manufactured vehicle (those produced by the BMW Brilliance Automotive, Shenyang JV) count dropped significantly while domestically-manufactured sales…

China Yongda Automobile Services Hldg (3669 HK)

China Grand Automotive Services (600297 CH)

BMW Reports Q1 - Implied Brilliance JV Numbers Not Great