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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Quiddity Advisors

Event-Driven

Yesterday, after some 14 months of not buying back stock, <a href="https://www.smartkarma.com/entities/479" target="_blank" data-smartkarma-citation="entities:479:1">Evergrande Real Estate Group Limited (3333 HK)</a> repurchased shares in the market at prices which were almost 2x stated PBR but 40% lower than 52-week highs. The repurchases made waves across social media and in markets. A short analysis below.

Yesterday, after some 14 months of not buying back stock, Evergrande Real Estate Group Limited (3333 HK) repurchased shares in the market at prices which were almost 2x stated PBR but 40% lower than 52-week highs. The repurchases made waves across social media and in markets. A short analysis below.

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