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

Kerry Logistics (636 HK): Technicalities As Partial Draws To An End

Kerry Logistics (636 HK): Sell Here As Opposed To Tendering

Kerry Logistics (636 HK): SF Holdings' Pre-Conditional Partial Offer

Kerry Logistics (636 HK): Pre-Cons Done. Partial Offer To Commence Next Week

Kerry Logistics (636 HK): Kerry Express' Spin-Off

Quiddity Advisors

Event-Driven

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<p><a href="https://www.smartkarma.com/entities/kerry-logistics-network-ltd" target="_blank" data-smartkarma-citation="entities:367:1" rel="noopener">Kerry Logistics Network (636 HK)</a> <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0809/2021080901151.pdf" target="_blank" rel="noopener">announced</a> on the 9 August all of the pre-cons attached to the the Partial Offer had been met - or waived (the Thai waiver in particular) - and that the Composite Document was expected to be dispatched, on or before, the 16 August.</p>
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<p>The timing of that Record Date and the Close of the Offer suggested the FY21 Interim Dividend will likely be added to terms.</p>
<p>The Composite Doc is now <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0811/2021081101136.pdf" target="_blank" rel="noopener">out</a> and the Offer is open for acceptances. Irrevocables are expected to be tendered by the 16 August. The special dividend is expected to be declared the following day. The first close is the 2 September. It is quite possible this will also be the last closing date.</p>
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<p>More below the fold.  Plus Ye Olde Arb Grids. </p>
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Kerry Logistics Network (636 HK) announced on the 9 August all of the pre-cons attached to the the Partial Offer had been met - or waived (the Thai waiver in particular) - and that the Composite Document was expected to be dispatched, on or before, the 16 August.


The timing of that Record Date and the Close of the Offer suggested the FY21 Interim Dividend will likely be added to terms.
The Composite Doc is now out and the Offer is open for acceptances. Irrevocables are expected to be tendered by the 16 August. The special dividend is expected to be declared the following day. The first close is the 2 September. It is quite possible this will also be the last closing date.


More below the fold.  Plus Ye Olde Arb Grids. 


Kerry Logistics (636 HK): Doc Out Early - Offer Now Open