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

Last Week in Event SPACE: JAFCO, Jardine Cycle, Softbank, Star Health

Last Week in Event SPACE: NTT Data, Origin Energy, Toyo Construction, Haidilao, Toshiba

Last Week in Event SPACE: Oz Minerals, Warrego, JAFCO, Swire Pac's A&Bs, Korean Mandatory Offers

Last Week in Event SPACE: Meituan, Link Admin/Pexa, DTAC/True, Medley

Last Week in Event SPACE: Tencent/Meituan, Halcyon Agri, Swire Pac, Perpetual/Pendal, OZ Minerals

Last Week in Event SPACE: Tata Motors, Origin Energy, OZ Minerals, Toshiba

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/keppel-corp-ltd" target="_blank" data-smartkarma-citation="entities:12:1" rel="noopener">Keppel Corp (KEP SP)</a> shareholders vote next week. <a href="https://www.smartkarma.com/entities/sembcorp-marine-ltd" target="_blank" data-smartkarma-citation="entities:11:1" rel="noopener">Sembcorp Marine (SMM SP)</a> shareholders are awaiting their Circular. Expect both sets of shareholders will approve. The optics and performance look good.</li>
<li>
<a href="https://www.smartkarma.com/entities/carbon-revolution-ltd" target="_blank" data-smartkarma-citation="entities:29071:1" rel="noopener">Carbon Revolution Ltd (CBR AU)</a>  SPAC Offer is a high-cost red-herring. Management who support this takeover should be fired.</li>
<li>Nintendo Founder Family Office "YFO" bought 25+% of <a href="https://www.smartkarma.com/entities/toyo-construction-co-ltd" target="_blank" data-smartkarma-citation="entities:1176:1" rel="noopener">Toyo Construction (1890 JP)</a>, then offered to buy it out. Negotiations are ongoing. We still don't really know what is going on. </li>
</ul>



Keppel Corp (KEP SP) shareholders vote next week. Sembcorp Marine (SMM SP) shareholders are awaiting their Circular. Expect both sets of shareholders will approve. The optics and performance look good.

Carbon Revolution Ltd (CBR AU)  SPAC Offer is a high-cost red-herring. Management who support this takeover should be fired.
Nintendo Founder Family Office "YFO" bought 25+% of Toyo Construction (1890 JP), then offered to buy it out. Negotiations are ongoing. We still don't really know what is going on. 


Last Week in Event SPACE: Keppel/Sembcorp, Carbon Revolution, Toyo Construction, Fuji Oil, Toshiba