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

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

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

Mapletree Commercial Trust - Heads I Win Tails I Win?

Quiddity Advisors

Event-Driven

Mapletree Pan Asia Commercial Trust / Event-Driven

Mapletree Pan Asia Commercial Trust (MCT SP)

<ul>
<li>Sometime activist Quarz presented a 10-page "open letter" to <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) saying it wanted better terms for MNACT holders.</li>
<li>The presentation touches on a lot of points, but needs to be read with care. It makes assumptions some would not make, and doesn't back them up.</li>
<li>However, the right way to think about this may be "Why Not Both?"</li>
</ul>


Sometime activist Quarz presented a 10-page "open letter" to Mapletree North Asia Commercial Trust (MAGIC SP) (a.k.a. MNACT) saying it wanted better terms for MNACT holders.
The presentation touches on a lot of points, but needs to be read with care. It makes assumptions some would not make, and doesn't back them up.
However, the right way to think about this may be "Why Not Both?"


Mapletree North Asia Commercial Trust (MAGIC SP)

Activist Quarz Objects to Mapletree Merger Terms - A Commentary