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

Nature Home (2083 HK): Scheme Doc Out. Court Meeting On 6 Oct. Evergrande Overhang

Nature Home (2083 HK): Risk Aversity Sees Spread Blow Out

Squeeze Box: The Port Congestion Contagion

Game Of Ports: China's "Suez Blockage" Disruption

Yang Ming Marine (2609 TT): Cargo Shipping In First Class

Quiddity Advisors

Equity Bottom-Up

Nature Home Holding Company / Equity Bottom-Up

Wood flooring manufacturer <a href="https://www.smartkarma.com/entities/nature-home-holding-company" target="_blank" data-smartkarma-citation="entities:20543:1" rel="noopener">Nature Home Holding Company (2083 HK)</a> is currently <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0719/2021071900227.pdf" target="_blank" rel="noopener">suspended</a> "pursuant to the Code of Takeovers and Mergers".
On the 13 July, Nature Home <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0713/2021071300706.pdf" target="_blank" rel="noopener">announced</a> a positive profit alert, in which it expects 1H21 profit to match or exceed that of 1H19's.
As discussed in <a href="https://skr.ma/dft2W" target="_blank" rel="noopener"> Squeeze Box: The Port Congestion Contagion</a>, after the Covid fallout entrenched itself, people stuck at home in the US and elsewhere started buying stuff. Lots of it.
Nature Home's revenue is still predominantly sourced from China, But there has been a noticeable shift since FY18, with exports taking up a larger percentage. 
More below the fold.

Wood flooring manufacturer Nature Home Holding Company (2083 HK) is currently suspended "pursuant to the Code of Takeovers and Mergers".
On the 13 July, Nature Home announced a positive profit alert, in which it expects 1H21 profit to match or exceed that of 1H19's.
As discussed in  Squeeze Box: The Port Congestion Contagion, after the Covid fallout entrenched itself, people stuck at home in the US and elsewhere started buying stuff. Lots of it.
Nature Home's revenue is still predominantly sourced from China, But there has been a noticeable shift since FY18, with exports taking up a larger percentage. 
More below the fold.

Nature Home (2083 HK): Possible Takeover Target