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

Evergrande Equity Placement - Musical Shares

Evergrande Equity De-Placement: Musical Shares

Evergrande May Be Facing a Funding Squeeze

Quiddity Advisors

Event-Driven

As every good IR person knows, if you want to put news that won't get read out on the tape, you do it late at night on a day when people don't trade. Friday night has always been preferable. 
Putting a statement out on a Sunday night makes one wonder. 
Last night, <a href="https://www.smartkarma.com/entities/evergrande-real-estate-group-limited" target="_blank" data-smartkarma-citation="entities:479:1" rel="noopener">Evergrande Real Estate Group (3333 HK)</a> released a statement to the Hong Kong Exchange noting that it had terminated a restructuring plan with Shenzhen Special Economic Zone Real Estate &amp; Properties - what was meant to be a backdoor listing of the largest part of Evergrande's business through an injection of its Hengda Real Estate unit. 
This closes the door on one angle, but it leaves a question to be asked about what might happen going forward.

As every good IR person knows, if you want to put news that won't get read out on the tape, you do it late at night on a day when people don't trade. Friday night has always been preferable. 
Putting a statement out on a Sunday night makes one wonder. 
Last night, Evergrande Real Estate Group (3333 HK) released a statement to the Hong Kong Exchange noting that it had terminated a restructuring plan with Shenzhen Special Economic Zone Real Estate &amp; Properties - what was meant to be a backdoor listing of the largest part of Evergrande's business through an injection of its Hengda Real Estate unit. 
This closes the door on one angle, but it leaves a question to be asked about what might happen going forward. 

Evergrande Terminates Hengda Backdoor Listing