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

CNOOC (883 HK) To List A-Shares in Shanghai

CNOOC (883 HK): Post-Ban Update, Still Room To Go

CNOOC RMB Share Prices at Small Premium (But CNOOC Still Cheap To Peers)

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cnooc-ltd" target="_blank" data-smartkarma-citation="entities:175:1" rel="noopener">CNOOC Ltd (883 HK)</a> released fantastic, above-consensus earnings for Q1, which were minimally impacted (positively) by non-recurring profits. </li>
<li>The driver was higher gas production on much higher prices. At current price, the implied PER is 3.0x for 2022.</li>
<li>And the company also announced a Special Dividend of HK$1.18/share or 10.9% of yesterday's share price. </li>
</ul>



CNOOC Ltd (883 HK) released fantastic, above-consensus earnings for Q1, which were minimally impacted (positively) by non-recurring profits. 
The driver was higher gas production on much higher prices. At current price, the implied PER is 3.0x for 2022.
And the company also announced a Special Dividend of HK$1.18/share or 10.9% of yesterday's share price. 


CNOOC (883 HK) Surprises with Special Div