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

MCT SP as MPACT Creeping Ever Higher Vs Peers

Large Potential S-REIT Flows in the Next Two Weeks

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

SPH Offer Open - Starts to Look Interesting

SPH Scheme Elections In - SPH REIT Chain Offer Announced

Quiddity Advisors

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/sph-reit" target="_blank" data-smartkarma-citation="entities:5994:1" rel="noopener">SPH REIT (SPHREIT SP)</a> "option" has performed admirably so far, up 4.2% in a month, and now it is time to look elsewhere. </li>
<li>SPH REIT has outperformed its Retail S-REIT peers and is now near the top of its undisturbed 3-year range. </li>
<li>And there are potential large flow events on the horizon which would benefit the Peers more than SPH REIT.</li>
</ul>


The SPH REIT (SPHREIT SP) "option" has performed admirably so far, up 4.2% in a month, and now it is time to look elsewhere. 
SPH REIT has outperformed its Retail S-REIT peers and is now near the top of its undisturbed 3-year range. 
And there are potential large flow events on the horizon which would benefit the Peers more than SPH REIT.


Capitaland Integrated Commercial Trust (CICT SP)

Mapletree Pan Asia Commercial Trust (MCT SP)

Mapletree North Asia Commercial Trust (MAGIC SP)

SPH REIT Option Has 1 Week To Go - Look Elsewhere