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

JD.com (9618) Re Test of Low Sets up a Very Bullish 2H 2022

JD.com's Musical Shares - Less Than You Think

JD.com (9618) Support Break to Reach Our Buy Zone

Tencent's Big In-Specie Dividend of JD.com Shares

Delisting Chinese ADRs: High Foreign-Holding, With No Fixed Abode, Most At Risk

JD.com's Stub Trading Cheapish Ahead Of Logistics Spin-Off

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> will deliver shares of <a href="https://www.smartkarma.com/entities/jd-com-inc" target="_blank" data-smartkarma-citation="entities:29043:1" rel="noopener">JD.com Inc. (9618 HK)</a> this week in its in-specie distribution of 14.7% of the shares out of JD.com. </li>
<li>Some people will NEED to hold. Some will NEED to sell. On a net basis, it is a short-term sell and a longer-term overhang.</li>
<li>The timing and execution are going to be quite interesting. There will be short-term opportunity.</li>
</ul>



Tencent (700 HK) will deliver shares of JD.com Inc. (9618 HK) this week in its in-specie distribution of 14.7% of the shares out of JD.com. 
Some people will NEED to hold. Some will NEED to sell. On a net basis, it is a short-term sell and a longer-term overhang.
The timing and execution are going to be quite interesting. There will be short-term opportunity.


Tencent's BIG In-Specie Dividend of JD.com Shares - The Likely Flows & Timing