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

Mapletree Commercial Vs the World (Or at Least S-REIT World). Still Heads I Win Tails I Win

Quarz Capital Again Objects to the MNACT/MCT Deal - This Time to MAS

Mapletree Revise Scheme - Give MNACT Holders Cash for NAV and a Free Option

Mapletree Commercial Trust - Heads I Win Tails I Win?

SIAS Also Questions MCT/MNACT Merger, Countering/Supporting Quarz

Activist Quarz Objects to Mapletree Merger Terms - A Commentary

Quiddity Advisors

Event-Driven

Mapletree Pan Asia Commercial Trust / Event-Driven

Mapletree Pan Asia Commercial Trust (MCT SP)

<ul>
<li>SIAS posed questions to both <a href="https://www.smartkarma.com/entities/mapletree-commercial-trust" target="_blank" data-smartkarma-citation="entities:106:1" rel="noopener">Mapletree Commercial Trust (MCT SP)</a> and <a href="https://www.smartkarma.com/entities/mapletree-north-asia-commercial-trust" target="_blank" data-smartkarma-citation="entities:5127:1" rel="noopener">Mapletree North Asia Commercial Trust (MAGIC SP)</a> (a.k.a. "MNACT") about how the ratio was decided and deal appropriateness.</li>
<li>SIAS also asked about whether the deal was absolutely necessary and whether MCT would change its mandate. </li>
<li>MCT and MNACT responded with lengthy explanations, some of which didn't answer the questions. That's what we get til the end-March Circular. And that's OK. The trade is the same.</li>
</ul>


SIAS posed questions to both Mapletree Commercial Trust (MCT SP) and Mapletree North Asia Commercial Trust (MAGIC SP) (a.k.a. "MNACT") about how the ratio was decided and deal appropriateness.
SIAS also asked about whether the deal was absolutely necessary and whether MCT would change its mandate. 
MCT and MNACT responded with lengthy explanations, some of which didn't answer the questions. That's what we get til the end-March Circular. And that's OK. The trade is the same.


Mapletree North Asia Commercial Trust (MAGIC SP)

Mapletree Pan Asia Commercial Trust

Mapletree (MCT & MNACT) Response to SIAS