Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Asia Cement (743 HK): $3.22/Share Offer - Really?

Asia Cement China (743.HK) Privatization- There May Be "Surprises" Despite Disappointing Offer Price

CPMC Holdings (906.HK) - ORG Can't Afford to Lose, But Baosteel Is a Step Ahead

Quiddity Advisors

Event-Driven

<ul>
<li>Chinese cement play <a href="https://www.smartkarma.com/entities/asia-cement-china-holdings" target="_blank" data-smartkarma-citation="entities:3374:1" rel="noopener">Asia Cement China (743 HK)</a> (ACC) is currently <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0528/2024052801157.pdf" target="_blank" rel="noopener">suspended</a> pursuant to the Takeovers Code.</li>
<li>
<a href="https://www.smartkarma.com/entities/asia-cement-corp" target="_blank" data-smartkarma-citation="entities:15350:1" rel="noopener">Asia Cement (1102 TT)</a> has been ACC's majority shareholder since its 2008 IPO. Asia Cement currently holds 73.07%. </li>
<li>Shares gained ~50% this week. On serious volume. With net cash of US$1.03bn vs. a market cap of US$66mn, a privatisation should command a punchy premium to the last close.</li>
</ul>


Chinese cement play Asia Cement China (743 HK) (ACC) is currently suspended pursuant to the Takeovers Code.

Asia Cement (1102 TT) has been ACC's majority shareholder since its 2008 IPO. Asia Cement currently holds 73.07%. 
Shares gained ~50% this week. On serious volume. With net cash of US$1.03bn vs. a market cap of US$66mn, a privatisation should command a punchy premium to the last close.


Asia Cement (743 HK): Parent's Ready-Mixed Offer?