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

Super Hi International: Trading Dynamics Post Listing Amid High Volatility

Haidilao (6862.HK): Growth Concerns Remain Despite Positive Profit Alert. Take Profit on Rally.

Quiddity Advisors

Event-Driven

Haidilao International Holding / Event-Driven

<ul>
<li>On 11 July, <a href="https://www.smartkarma.com/entities/haidilao-international-holding-ltd" target="_blank" data-smartkarma-citation="entities:27044:1" rel="noopener">Haidilao (6862 HK)</a> announced it would propose to spin off its international restaurant business (13-15% of revenue) to shareholders and employees. Shareholders approved in August.</li>
<li>There were interim announcements and indeed interim reports with some information, but not a lot. But Super Hi International Holding was headed for separate listing in HK. </li>
<li>Last week, Haidilao said it was going ahead with a <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2022/1205/2022120501887.pdf" target="_blank" rel="noopener">Listing by Introduction</a> pending listing approval by HKEX. Haidilao shares go ex- 16 December. Index providers have announced treatment.</li>
</ul>


On 11 July, Haidilao (6862 HK) announced it would propose to spin off its international restaurant business (13-15% of revenue) to shareholders and employees. Shareholders approved in August.
There were interim announcements and indeed interim reports with some information, but not a lot. But Super Hi International Holding was headed for separate listing in HK. 
Last week, Haidilao said it was going ahead with a Listing by Introduction pending listing approval by HKEX. Haidilao shares go ex- 16 December. Index providers have announced treatment.


Haidilao's Imminent SpinOff of the Super Hi Overseas Business - Index Treatment and Implications