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

Last Week in Event SPACE: Evergrande, Yahoo Japan, Samsung Biologics, Idemitsu, Sino Gas

Evergrande (3333 HK) - What Could They Do To Keep Buying Shares

Evergrande (3333 HK) Buys Back Stock "On The Dip"

Quiddity Advisors

Event-Driven

<p>This series started a week ago with <a href="https://www.smartkarma.com/insights/evergrande-3333-hk-buys-back-stock-on-the-dip" target="_blank" data-smartkarma-citation="insights:21883">Evergrande (3333 HK) Buys Back Stock "On The Dip"</a>.  Readers who started and followed the discussion points below that insight will have seen much of what is going to be said below, but I thought it worth recapping. </p><p><a href="https://www.smartkarma.com/entities/479" target="_blank" data-smartkarma-citation="entities:479:1">Evergrande Real Estate Group Limited (3333 HK)</a> has decided that its stock is cheap most every day from the 3rd of July through the 12th. It is so much the case that the stock is cheap that the company has bought back 1.01% of shares outstanding in…</p>

This series started a week ago with Evergrande (3333 HK) Buys Back Stock "On The Dip".  Readers who started and followed the discussion points below that insight will have seen much of what is going to be said below, but I thought it worth recapping. Evergrande Real Estate Group Limited (3333 HK) has decided that its stock is cheap most every day from the 3rd of July through the 12th. It is so much the case that the stock is cheap that the company has bought back 1.01% of shares outstanding in…

Evergrande (3333 HK) - Buyback Limit Almost Reached. What Next?