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

Razer (1337 HK): SAMR Takes It On In Simple Procedure

Razer Inc (1337 HK): SAMR Done. Now For The Vote

Quiddity Advisors

Event-Driven

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<p>Last Friday (the 29 October), <a href="https://www.smartkarma.com/entities/razer-inc" target="_blank" data-smartkarma-citation="entities:24380:1" rel="noopener">Razer Inc (1337 HK)</a>'s shares went into a <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/1029/2021102900327.pdf" target="_blank" rel="noopener">trading halt</a> prior to the morning secession "<em>pending the release of an announcement in relation to inside information of the Company and pursuant to the Hong Kong Code on Takeovers and Merger</em>".</p>
<p>A follow-up <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/1029/2021102901424.pdf" target="_blank" rel="noopener">announcement</a> that evening said Min-Liang Tan (CEO and major shareholder with 234.35%) and Lim Kaling (NED, holding 23.46% of shares out) were in preliminary discussions with financial investors, which may or may not lead to a general offer.</p>
<p>Shares wobbled after the resumption of trading today, before closing up 7.7%. </p>
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<p>This insight provides a brief background on Razer, plus speculates on a fair price should a firm Offer unfold. </p>
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Last Friday (the 29 October), Razer Inc (1337 HK)'s shares went into a trading halt prior to the morning secession "pending the release of an announcement in relation to inside information of the Company and pursuant to the Hong Kong Code on Takeovers and Merger".
A follow-up announcement that evening said Min-Liang Tan (CEO and major shareholder with 234.35%) and Lim Kaling (NED, holding 23.46% of shares out) were in preliminary discussions with financial investors, which may or may not lead to a general offer.
Shares wobbled after the resumption of trading today, before closing up 7.7%. 


This insight provides a brief background on Razer, plus speculates on a fair price should a firm Offer unfold. 


China Traditional Chinese Medicine (570 HK)

Razer (1337 HK): Game On As Founders Mull Offer