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

Saudi Aramco IPO Valuation: Overambitious Expectations Lowered, the Discount Is Still Not Sufficient

ARAMCO - It's IPO Day, Up 10%, Bid On - What Next?

Saudi Aramco and ESG: When Assets Become Liabilities

Saudi Aramco - Prospectus Review - Low Beta Yield Play

Saudi Aramco IPO Steps Closer.  What Do We Know? What Should You Do?

Quiddity Advisors

Equity Capital Markets

Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and SWFs with China playing a big part. Below is an assessment of the major inputs and risks and breakdown of the risks to investors, specifically to major Chinese entities which would invest.

Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and SWFs with China playing a big part. Below is an assessment of the major inputs and risks and breakdown of the risks to investors, specifically to major Chinese entities which would invest.

China Petroleum & Chemical Cor (600028 CH)

Saudi Aramco

The Aramco IPO and China's Participation