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

GAPack (468 HK): IFA Says "Reject". But Mengniu Selling Down

GAPack (468 HK): Additional Thoughts On Mengniu Selling

GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU Rule

Quiddity Advisors

Event-Driven

Greatview Aseptic Packaging / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shandong-xinjufeng-technology-packaging-co-ltd" target="_blank" data-smartkarma-citation="entities:36744:1" rel="noopener">Shandong Xinjufeng Technology Packaging (301296 CH)</a>'s (XJF) Offer for <a href="https://www.smartkarma.com/entities/greatview-aseptic-packaging" target="_blank" data-smartkarma-citation="entities:10802:1" rel="noopener">Greatview Aseptic Packaging (468 HK)</a> (GAPack) turning <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0121/2025012100610.pdf" target="_blank" rel="noopener">unconditional</a> was well telegraphed ahead of yesterday's first close in light of CCASS movements.  </li>
<li>My bet is <a href="https://www.smartkarma.com/entities/china-mengniu-dairy-co" target="_blank" data-smartkarma-citation="entities:354:1" rel="noopener">China Mengniu Dairy Co (2319 HK)</a>, after surprisingly selling below 5%, also tendered.</li>
<li>With 73.51% now in the bag and the Offer extended to the 4th February, what happens now? What are Jeff Bi and/or Gong Hong's options?</li>
</ul>



Shandong Xinjufeng Technology Packaging (301296 CH)'s (XJF) Offer for Greatview Aseptic Packaging (468 HK) (GAPack) turning unconditional was well telegraphed ahead of yesterday's first close in light of CCASS movements.  
My bet is China Mengniu Dairy Co (2319 HK), after surprisingly selling below 5%, also tendered.
With 73.51% now in the bag and the Offer extended to the 4th February, what happens now? What are Jeff Bi and/or Gong Hong's options?


Canvest Environmental Protection Group (1381 HK)

Millennium & Copthorne Hotels Nz (MCK NZ)

Shandong Xinjufeng Technology Packaging (301296 CH)

GAPack (468 HK): Now What As XJF's Offer Gets Up