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

Dongyue Group (东岳集团) Placement - Opportunistic Raise at All Time High but Easily Digestible

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/dongyue-group-ltd" target="_blank" data-smartkarma-citation="entities:20429:1" rel="noopener">Dongyue Group (189 HK)</a></strong> is a leader in the manufacturing of fluorochemicals and organosilicons, and the largest player in second-generation refrigerants. </li>
<li>FY21 profit was up 69% yoy. The company just announced profit in the first five months of 2022 recorded an increase of 170%+ compared to the corresponding period last year.</li>
<li>The trade pushback centers on corporate governance issues, both in Hong Kong and in the PRC.</li>
</ul>



Dongyue Group (189 HK) is a leader in the manufacturing of fluorochemicals and organosilicons, and the largest player in second-generation refrigerants. 
FY21 profit was up 69% yoy. The company just announced profit in the first five months of 2022 recorded an increase of 170%+ compared to the corresponding period last year.
The trade pushback centers on corporate governance issues, both in Hong Kong and in the PRC.


Macrolink Capital Holdings Limited (758 HK)

Shandong Dongyue Organosilicon (300821 CH)

Dongyue (189 HK): Fast-Growing FCEV Play... With Baggage