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

SPH REIT Float Drops - Index Impacts To Come (Today and Beyond)

MCT SP as MPACT Creeping Ever Higher Vs Peers

SPH Scheme Elections In - SPH REIT Chain Offer Announced

SPH Offer Open - Starts to Look Interesting

SPH Shareholders - SPH REIT Options Decay in Value

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday, it appears that a large holder of <a href="https://www.smartkarma.com/entities/sph-reit" target="_blank" data-smartkarma-citation="entities:5994:1" rel="noopener">SPH REIT (SPHREIT SP)</a> accepted the Cuscaden Chain Offer for the REIT.</li>
<li>This morning just after midnight, the Cuscaden consortium announced that the Chain Offer had become Unconditional.</li>
<li>This makes the 4-week option unconditional, and it means index impacts to come.</li>
</ul>


Yesterday, it appears that a large holder of SPH REIT (SPHREIT SP) accepted the Cuscaden Chain Offer for the REIT.
This morning just after midnight, the Cuscaden consortium announced that the Chain Offer had become Unconditional.
This makes the 4-week option unconditional, and it means index impacts to come.


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