我们是股票融资专家
起源
我们为上市股票的股东提供流动性，并为的高资产投资者和机构提供投资机会，以投资于完全有质押品的贷款。
Having experienced both financial crisis in 1998 and 2008, founder of Charismatic Capital Ltd and a former private banker, Lam Ching Ching detected a niche opportunity. Hence, in 2014, she assembled a team and started originating and executing loans secured against globally listed equities and discounted block trades.
里程碑
- 02/2019 : 爱尔兰中央局批下基金贷款牌照。
- 09/2019：以美金一亿规模推行。主要投资者是高资产家庭办室。
- 01/2020 - 基金规模增至美金6亿。
- 03/2021 - Due to strong demand from Asian investors and Singapore’s good judicial system and benefits, being the Founder, Ms Lam decided to establish another similar fund - Charismatic Debt Equity Fund.
- 07/2021 - As at end June 2022, performance was +13.33% (annualized).
- 12/2023 - As at end Dec 2023, performance was +14.65% (annualized).
- 05/2024 - Ms Lam set up Charismatic Private Credit Fund to facilitate huge sized stock loans and block trades secured against premium quality listed shares.
- 06/2024 - As at end June 2024, performance was +11.9% (annualized).
- 12/2024 - As at end Dec 2024, performance was +11.95% (annualized).
- 01/2025 - Charismatic Debt Equity Fund announced that it has taken a majority stake in a listed company on the Indonesian Stock Exchange (IDX) and turn the company around to run it..
- 06/2025 - As at end Jun 2025, performance was +12.17% (annualized).
- 07/25 - Charismatic Private Credit Fund participated in various IPOs on the Hong Kong Stock Exchange, acquiring IPO shares for premium A-list companies such as Anjoy Foods.
- - It invested in several discounted HK block trades
- 10/2025 - set up Charismatic Debt Equity Fund II in anticipation of new anchor institutional investors
- 12/2025 - As at end Dec 2025, perfomance was +13.20% (annualized).
- - Charismatic Debt Equity Fund has hard closed and does not accept any more new subscription
凯利思的优势
在市场上,私人股票贷款机构一般是小型私人机构也都没有雄厚的资本，因此它们只能提供股票转名贷款。
但许多贷款者一般是上市公司大股东，因此抗拒股票转名，免得向股票交易所申报。而且将不能收益股票分红和无投选权。
- 减少无谓的负担例如向证券交易所报告连续买卖交易来索取短期贷款的便利
- 保留投票权和红利
因此，借款人愿意支付溢价以享受上述利益。
As borrowers turn to margin loan borrowing (without the transfer of share ownership), Charismatic differentiates itself strongly from the competition, being both regulated and with strong balance sheet.
Henceforth, it will be able to sustain its double digit loan pricing using the financing business model that is in demand.
As a licensed and regulated fund in Singapore, Charismatic is also able to work with major investment banks with international presence around the world. This also allows Charismatic to offer borrowers another form of borrowing tied in with cooperation with investment banks.
Charismatic can secure equity derivatives with investment banks to offer to borrowers a collar structure. In a collar structure, borrowers need not cover margin calls and continue to enjoy high leverage and lower single-digit interest rates. At the same time, borrowers might not need to transfer share ownership. At the end of the loan period, there is no penalty if the borrower decides to not repay the loan. Depending on the performance of the underlying share collateral, Charismatic may be able to give cash back to the borrower, even if the borrower does not repay the loan.
Many borrowers look out for high leverage with lower interest rates. Charismatic offers this as a licensed and regulated entity, providing a flexible loan structure which allows borrowers flexibility in structuring their cashflow requirements.
过往凯利思新闻
The Edge Singapore
Former Banker founded Charismatic Capital to offer stock loan financing to underserved companies.