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

Kunlun Energy (135 HK) - Choose Your Fighter (With That One Neat Trick!)

Kunlun Energy (135 HK): Updated Financial Projections Point to Still Very Undemanding Valuations

Kunlun Energy (135 HK) - Results & Big Divs Get You Closer to Shangri-La

Kunlun Energy (135 HK) Approaching The Special Div - Still The Wrong Price

Kunlun Energy (135 HK): A Fantastic 1Q21 at Kunlun Gas

Kunlun Energy (135 HK): Key Takeaways from Post-Result Call

Quiddity Advisors

Event-Driven

<p>This is a warning insight. It is not actionable per se. It is designed to be informative. </p><p>The dividend payment ex-dates are confusing. Some people are confusing. This insight hopes to put that right in the safest way possible so investors do not make an error on what will be a one-time 30% dividend. </p>

This is a warning insight. It is not actionable per se. It is designed to be informative. The dividend payment ex-dates are confusing. Some people are confusing. This insight hopes to put that right in the safest way possible so investors do not make an error on what will be a one-time 30% dividend. 

Kunlun Energy (135) - Be Careful Of The Special Div Dates