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

Hang Lung Group's All-Time Low P/B As Hang Lung Props Rolls Over

StubWorld: Hang Lung Group Is Still Cheap

StubWorld: Scion Adriel Likes Hang Lung Group Shares

StubWorld: Hang Lung Group (10 HK) Back To Buy Levels; BYD Coming Up "Cheap"

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hang-lung-group-ltd" target="_blank" data-smartkarma-citation="entities:50:1" rel="noopener"><strong>Hang Lung (10 HK)</strong></a> recently announced it had acquired 1.3% in <strong><a href="https://www.smartkarma.com/entities/hang-lung-properties-ltd" target="_blank" data-smartkarma-citation="entities:49:1" rel="noopener">Hang Lung Properties (101 HK)</a></strong> over a one-year period, increasing its holding to 59.5%.</li>
<li>HLG currently trades at a 62% discount to NAV, a level last seen around the Covid lows in May 2020.</li>
<li>HLG is the most basic of Holdco structures - there is almost a 100% overlap in the stub ops with HLP's property investments. </li>
</ul>



Hang Lung (10 HK) recently announced it had acquired 1.3% in Hang Lung Properties (101 HK) over a one-year period, increasing its holding to 59.5%.
HLG currently trades at a 62% discount to NAV, a level last seen around the Covid lows in May 2020.
HLG is the most basic of Holdco structures - there is almost a 100% overlap in the stub ops with HLP's property investments. 


Hang Lung Group Chips Away At Holding In Hang Lung Props