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

Quiddity Leaderboard Singapore’s STI Sep 23: KDCREIT Facing Risk of Deletion

Sembcorp Marine (SMM SP) - MSCI Pulls a Surprise Late Inclusion - All Engines Reverse Full!

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sembcorp-marine-ltd" target="_blank" data-smartkarma-citation="entities:11:1" rel="noopener">Sembcorp Marine (SMM SP)</a> is a month in to its new existence as a business more than twice as large as its old business after absorbing Keppel O&amp;M. </li>
<li>There have been some noises about cost-cutting, which could be key to an early return to profitability. </li>
<li>Today, mid-day, we get news of the <a href="https://links.sgx.com/FileOpen/Announcement%2030_Mar_2023.ashx?App=Announcement&amp;FileID=751707" target="_blank" rel="noopener">biggest ever offshore renewables contract win</a> in a JV with General Electric - a deal worth €6bn (SGD 8.64bn). It's big.</li>
</ul>



Sembcorp Marine (SMM SP) is a month in to its new existence as a business more than twice as large as its old business after absorbing Keppel O&amp;M. 
There have been some noises about cost-cutting, which could be key to an early return to profitability. 
Today, mid-day, we get news of the biggest ever offshore renewables contract win in a JV with General Electric - a deal worth €6bn (SGD 8.64bn). It's big.


Sembcorp Marine (SMM SP) JVs for S$8.6bn Multi-Year Offshore HVDC Converter Platforms Deal

Seatrium

Sembcorp Marine (SMM SP) JVs for S$8.6bn Multi-Year Offshore HVDC Converter Platforms Deal