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

Frasers Hospitality Trust Scheme Announced

Frasers Hospitality Trust - Scheme Doc Out

Frasers Hospitality Trust Scheme Vote Fail - Minority Apathy Meets Vocal Minority. Units Drop Hard.

Quiddity Advisors

Event-Driven

Far East Hospitality Trust / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/frasers-hospitality-trust" target="_blank" data-smartkarma-citation="entities:913:1" rel="noopener">Frasers Hospitality Trust (FHT SP)</a> has been the subject of media reports about possible "strategic options" or go-private interest since this spring. They <a href="https://links.sgx.com/FileOpen/FHT_Announcement.ashx?App=Announcement&amp;FileID=710769" target="_blank" rel="noopener">responded</a> on 8 April. </li>
<li>Today the shares were halted. We should expect news shortly. A Bloomberg article this morning suggested the promoters were seeking funding. Presumably, they will find it relatively quickly.</li>
<li>This could take a week rather than a day but given the run-up, one should also expect it a) to work and b) get done with small premium from here.</li>
</ul>



Frasers Hospitality Trust (FHT SP) has been the subject of media reports about possible "strategic options" or go-private interest since this spring. They responded on 8 April. 
Today the shares were halted. We should expect news shortly. A Bloomberg article this morning suggested the promoters were seeking funding. Presumably, they will find it relatively quickly.
This could take a week rather than a day but given the run-up, one should also expect it a) to work and b) get done with small premium from here.


Fraser Hospitality Trust Halted - Privatisation Likely. Far East The Better Trade Here.