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

CIFI Holdings Breakout Pattern for New Highs

Quiddity Advisors

Event-Driven

Once upon a time there was a real estate developer which IPOed in Hong Kong (IPOed in late 2012) which had a habit of releasing a short statement every month in the first 6-12 days, reporting "Unaudited Operating Statistics for Month Year".In that statement it reported on the contracted sales results of the previous month in currency terms and in Gross Floor Area, and the results of the year-to-date in the same way. In the January release, full-year results were generally presented. An example…

Once upon a time there was a real estate developer which IPOed in Hong Kong (IPOed in late 2012) which had a habit of releasing a short statement every month in the first 6-12 days, reporting "Unaudited Operating Statistics for Month Year".In that statement it reported on the contracted sales results of the previous month in currency terms and in Gross Floor Area, and the results of the year-to-date in the same way. In the January release, full-year results were generally presented. An example…

Ci Fi Ho Hum : CIFI (884 HK) Goes to Market... Surprise!