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

CGN New Energy: The Latest SOE Clean Energy Play

CGN New Energy Holdings: Character Building

Quiddity Advisors

Event-Driven

<ul>
<li>Another week, another rumoured (<a href="https://www.bloomberg.com/news/articles/2024-04-11/china-s-cgn-new-energy-s-parent-said-to-revive-take-private-plan" target="_blank" rel="noopener">from Bloomberg</a>) takeover. This time it's for clean energy play <a href="https://www.smartkarma.com/entities/cgn-new-energy-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:4295:1" rel="noopener">CGN New Energy Holdings (1811 HK)</a>.</li>
<li>Back in 2020, CGN was subject to a potential privatisation from its SOE-parent - see <a href="https://skr.ma/28MYq" target="_blank" rel="noopener">CGN New Energy: The Latest SOE Clean Energy Play</a> - but it failed to materialise.</li>
<li>A couple of years back, a "valuation system with Chinese characteristics" had the media discussing whether this implied a premium for SOEs and companies aligned with national goals.</li>
</ul>


Another week, another rumoured (from Bloomberg) takeover. This time it's for clean energy play CGN New Energy Holdings (1811 HK).
Back in 2020, CGN was subject to a potential privatisation from its SOE-parent - see CGN New Energy: The Latest SOE Clean Energy Play - but it failed to materialise.
A couple of years back, a "valuation system with Chinese characteristics" had the media discussing whether this implied a premium for SOEs and companies aligned with national goals.


CGN New Energy (1811 HK): Takeover Rumours