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

China Huarong (2799 HK)'s Full Circulation

China Huarong Asset Management (2799 HK): Not A Near Run Thing

China Huarong: Contagion Creates Opportunity

Quiddity Advisors

Thematic (Sector/Industry)

China Financials / Thematic (Sector/Industry)

China National Building Material (3323 HK)

<ul>
<li>To date, 52 companies listed in Hong Kong have sought the conversion of their PRC domestic (and unlisted foreign shares) into H-shares.</li>
<li>This mechanism, ostensibly, enables founders or major shareholders holding unlisted domestic shares to float (and sell) shares, improving a company's corporate governance and stock liquidity, ultimately increasing a company's valuation.</li>
<li>Or in the case of <strong><a href="https://www.smartkarma.com/entities/china-huarong-asset-management" target="_blank" data-smartkarma-citation="entities:968:1" rel="noopener">China Huarong Asset Management (2799 HK)</a></strong>, the conversion restored its minimum public float.</li>
</ul>


To date, 52 companies listed in Hong Kong have sought the conversion of their PRC domestic (and unlisted foreign shares) into H-shares.
This mechanism, ostensibly, enables founders or major shareholders holding unlisted domestic shares to float (and sell) shares, improving a company's corporate governance and stock liquidity, ultimately increasing a company's valuation.
Or in the case of China Huarong Asset Management (2799 HK), the conversion restored its minimum public float.


Shandong Weigao Group Medical Polymer Co (1066 HK)

Changan Minsheng Apll Logistics (1292 HK)

AviChina Industry & Technology H (2357 HK)

Zhejiang Changan Renheng Technology (8139 HK)

Full Circulation 2022 Update: China Huarong, YiChang HEC ChangJiang