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

FIRST REIT Rights Right FIRST REIT. Right On.

FIRST REIT Rights Set FIRST REIT Right. Right On.

Lippo Karawaci (LPKR IJ) - An Audience with the Future

Quiddity Advisors

Event-Driven

Friday night after the close the allocation/disposition of the <a href="https://www.smartkarma.com/entities/first-real-estate-investment-trust" target="_blank" data-smartkarma-citation="entities:15848:1" rel="noopener">First REIT (FIRT SP)</a> Rights Shares were published. They were interesting. They tell you a little bit about how the shares should trade. This insight follows up from <a href="https://www.smartkarma.com/insights/first-reit-rights-right-first-reit-right-on" target="_blank" data-smartkarma-citation="insights:48261" rel="noopener">FIRST REIT Rights Right FIRST REIT. Right On.</a> which followed from <a href="https://www.smartkarma.com/insights/first-reit-rights-right-first-reit-right-on" target="_blank" data-smartkarma-citation="insights:48261" rel="noopener">FIRST REIT Rights Right FIRST REIT. Right On.</a> The allocations were such that there may be a slight overhang. The shares are trading flat to down this AM on lower-than-I-expected volume.<section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/190/041/original/Screenshot+2021-02-22+at+10.33.14+AM.png?1613961272" class="editor-image img-responsive" data-smartkarma-image-id="190041"></figure></section>More below the fold.

Friday night after the close the allocation/disposition of the First REIT (FIRT SP) Rights Shares were published. They were interesting. They tell you a little bit about how the shares should trade. This insight follows up from FIRST REIT Rights Right FIRST REIT. Right On. which followed from FIRST REIT Rights Right FIRST REIT. Right On. The allocations were such that there may be a slight overhang. The shares are trading flat to down this AM on lower-than-I-expected volume.More below the fold.

First REIT

First REIT Rights Allocations