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 REIT Option Has 1 Week To Go - Look Elsewhere

MCT and MNACT Unitholders Approve Merger To Become MPACT

MCT SP as MPACT Creeping Ever Higher Vs Peers

SPH REIT Offer Goes Unconditional - The Option Now and Index Impacts To Come

Quiddity Advisors

Event-Driven

Mapletree Pan Asia Commercial Trust / Event-Driven

Mapletree Pan Asia Commercial Trust (MCT SP)

<ul>
<li>Given recent corporate events in S-REIT land, there <em>could be</em> some considerable money to be allocated to the sector near-term</li>
<li>These flows come at a time when prices are down off highs and liquidity is low.</li>
<li>There could be some price impact on certain types of S-REITs near-term.</li>
</ul>


Given recent corporate events in S-REIT land, there could be some considerable money to be allocated to the sector near-term
These flows come at a time when prices are down off highs and liquidity is low.
There could be some price impact on certain types of S-REITs near-term.


Mapletree North Asia Commercial Trust (MAGIC SP)

Frasers Logistics & Commercial Trust (FLT SP)

Lendlease Global Commercial REIT (LREIT SP)

Large Potential S-REIT Flows in the Next Two Weeks