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

The Keppel Restructuring - Forward Sum Of The Parts Makes KEP Look Cheap. And It Is... But...

The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring

Sembcorp Marine MGO Goes Unconditional But No Extension. Deadline Is 3 Nov.

Keppel : Thinking About Keppel/SMM MergeCo and NEW KEPPEL Pro-Forma Opportunities

Sembcorp Marine MGO - The Implied Option Tells You About the Market, And It's The Wrong Price.

Quiddity Advisors

Event-Driven

<ul>
<li>Keppel Corp and Sembcorp Marine have announced the O&amp;M business combination and it is a little more interesting than expected. It is a Very Big Desirable Order Book.</li>
<li>Separately, there is the potential for more index inclusion flow based on the conclusion of the combination in Q4.</li>
<li>The light at the end of the tunnel used to be far away, and one was never sure if it wasn't an oncoming train. It's closer and clearer now.</li>
</ul>


Keppel Corp and Sembcorp Marine have announced the O&amp;M business combination and it is a little more interesting than expected. It is a Very Big Desirable Order Book.
Separately, there is the potential for more index inclusion flow based on the conclusion of the combination in Q4.
The light at the end of the tunnel used to be far away, and one was never sure if it wasn't an oncoming train. It's closer and clearer now.


Mapletree Pan Asia Commercial Trust (MCT SP)

Sembcorp Marine and the Keppel O&M Business Combination - Brighter Light at the End of the Tunnel

Seatrium

Sembcorp Marine and the Keppel O&M Business Combination - Brighter Light at the End of the Tunnel