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

SPH Shareholders - A Good Deal For Waiting (After a Good Deal of Waiting)

Singapore Press Holdings - Aiyoh, Cuscaden Scheme No Chiong Finish. Sian. Money in May Agak Agak!

SPH Releases EGM/Scheme "Substantial & Relevant Questions" - Beware Chain Offer Comments

SPH Lobang - Holders So Shiok, Bidders So Kiasu. This May Not Be The End.

SPH Update: Keppel, SPH REIT Chain Offer, and Cuscaden Strategy

Huat Ah! SPH Holders So Shiok, Keppel (So Kiasu!) Adds 20 Cents - Swee!

Quiddity Advisors

Event-Driven

<ul>
<li>Shortly after Keppel revised their Offer to S$2.35-ish and FINAL, Cuscaden has come over the top with a NEW Offer with either cash (S$2.36/share) or cash and stock S$2.401=ish)</li>
<li>This complicates things because of the SPH/Keppel Agreement on timing.</li>
<li>The structure of the deal and its impact on components ALSO complicates the choice. This will be somewhat strange to trade.</li>
</ul>


Shortly after Keppel revised their Offer to S$2.35-ish and FINAL, Cuscaden has come over the top with a NEW Offer with either cash (S$2.36/share) or cash and stock S$2.401=ish)
This complicates things because of the SPH/Keppel Agreement on timing.
The structure of the deal and its impact on components ALSO complicates the choice. This will be somewhat strange to trade.


Huat Ah Redux! Cuscaden Revises Offer for SPH, SPH Deems It Superior