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

Swire B Vs A - Surprising on Regs, Surprising on Risk; Short-Tm Displacement Now in 99th Percentile

Swire B Vs A - It Bounced Before, It Can Bounce Again - A 19 Year Low On the Ratio In Sight

Swire A Vs Swire B - Regulatory Nuances REALLY Matter

Swire A/B (19 HK / 87 HK) Buyback Programme - It's REALLY BIG

StubWorld: Swire Acquires Coke's Ops in Vietnam & Cambodia

Quiddity Advisors

Event-Driven

<ul>
<li><em>And on the 6th Day, <a href="https://www.smartkarma.com/entities/swire-pacific-ltd-cl-a" target="_blank" data-smartkarma-citation="entities:10433:1" rel="noopener">Swire Pacific (A) (19 HK)</a> commenced its buyback. </em></li>
<li>It took until the 6th day for Swire to start its buyback, and now that it has started, we <em>may</em> have a little better idea of the parameters. And impact. </li>
<li>So far, they appear to be bending the rules a little, but it is still the way it should be. So there is still a trade here to do.</li>
</ul>


And on the 6th Day, Swire Pacific (A) (19 HK) commenced its buyback. 
It took until the 6th day for Swire to start its buyback, and now that it has started, we may have a little better idea of the parameters. And impact. 
So far, they appear to be bending the rules a little, but it is still the way it should be. So there is still a trade here to do.


Swire Buyback Update - It's On, and Regulatorily Constrained

Swire Pacific (B)

Swire Buyback Update - It's On, and Regulatorily Constrained