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

Quiddity Advisors

Equity Bottom-Up

<ul>
<li>Nuclear power is a clean energy source that contributes to energy savings and emissions reduction in society.</li>
<li>SASAC backed <strong><a href="https://www.smartkarma.com/entities/cgn-power-co-ltd-h" target="_blank" data-smartkarma-citation="entities:58:1" rel="noopener">CGN Power (1816 HK)</a></strong> is China's leading nuclear play, accounting for 55% of on-grid nuclear power generation, but just 1.2% of China's total installed capacity of power generation.</li>
<li>As one of the few listed nuclear -plays in Asia, CGN trades at undemanding multiples, together with an attractive ROE and yield.</li>
</ul>


Nuclear power is a clean energy source that contributes to energy savings and emissions reduction in society.
SASAC backed CGN Power (1816 HK) is China's leading nuclear play, accounting for 55% of on-grid nuclear power generation, but just 1.2% of China's total installed capacity of power generation.
As one of the few listed nuclear -plays in Asia, CGN trades at undemanding multiples, together with an attractive ROE and yield.


CGN Power

CGN Power (1816 HK): No Nuclear Jitters