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: Rio Tinto, Ryohin Keikaku/Fast Retailing, WH Group, ThaiBev/F&N, PCCW

Last Week in Event SPACE: Sun Corp, Amorepacific, Canon Marketing, Jeisys Medical

Last Week in Event SPACE: Gulf Energy/Intouch, CK Infra, Zhongsheng, Thai Beverage, Fraser & Neave

Quiddity Advisors

Event-Driven

<ul>
<li>The trade in <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a>'s Tender offer Buyback is to understand what YOU can do in your particular position.</li>
<li>Despite <a href="https://www.smartkarma.com/entities/swire-properties-ltd" target="_blank" data-smartkarma-citation="entities:5775:1" rel="noopener">Swire Properties (1972 HK)</a>'s recent share buyback, <a href="https://www.smartkarma.com/entities/swire-pacific-ltd-cl-a" target="_blank" data-smartkarma-citation="entities:10433:1" rel="noopener">Swire Pacific (A) (19 HK)</a> is still preferable on a look-through P/B of 0.34x.</li>
<li>Kirin bumps the Offer for <a href="https://www.smartkarma.com/entities/fancl-corp" target="_blank" data-smartkarma-citation="entities:15862:1" rel="noopener">Fancl (4921 JP)</a>. Given market gyration, it may represent enough of a switching opportunity to let those who still object in principle to re-allocate elsewhere. </li>
</ul>


The trade in Toyota Motor (7203 JP)'s Tender offer Buyback is to understand what YOU can do in your particular position.
Despite Swire Properties (1972 HK)'s recent share buyback, Swire Pacific (A) (19 HK) is still preferable on a look-through P/B of 0.34x.
Kirin bumps the Offer for Fancl (4921 JP). Given market gyration, it may represent enough of a switching opportunity to let those who still object in principle to re-allocate elsewhere. 


Canvest Environmental Protection Group (1381 HK)

China Traditional Chinese Medicine (570 HK)

Shandong Xinjufeng Technology Packaging (301296 CH)

Last Week in Event SPACE: Toyota, Swire, Fancl, Barito Complex, Descente