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

HK Connect SOUTHBOUND Flows (To 14 Oct 2024); A HUGE 5td; Net Flows Strong but BABA Dominant

HK Connect SOUTHBOUND Flows (To 18 Oct 2024); Net Flows Big, Selling in Brokers, Buying in Props

A/H Premium Tracker (To 18 Oct 2024): AH Premia Drop Sharply; High Premia May Contract More

WH Group (288 HK) - Now Cheapest in Yonks Outright and Vs Peers

WH Group (288 HK) - Stronger, But Still WAY Cheap to Peers

WH Group (288 HK) Now Cheapest Vs Peers in Yonks

Quiddity Advisors

Event-Driven

<ul>
<li>Earlier this month, <strong><a href="https://www.smartkarma.com/entities/wh-group-ltd" target="_blank" data-smartkarma-citation="entities:13200:1" rel="noopener">WH Group (288 HK)</a></strong> announced it had submitted a plan to spin-off its Smithfield US and Mexican ops on the NYSE or NASDAQ,</li>
<li>These ops accounted for 54% of WHG's FY23 revenue and 22.4% of the operating profit; compared to 56% and 44.9% respectively in FY22.</li>
<li>We've been here before. A Smithfield spin-off was touted in 4Q23 (in the media). WHG acquired Smithfield for US$4.7bn in 2013, ahead of its 2014 listing. </li>
</ul>


Earlier this month, WH Group (288 HK) announced it had submitted a plan to spin-off its Smithfield US and Mexican ops on the NYSE or NASDAQ,
These ops accounted for 54% of WHG's FY23 revenue and 22.4% of the operating profit; compared to 56% and 44.9% respectively in FY22.
We've been here before. A Smithfield spin-off was touted in 4Q23 (in the media). WHG acquired Smithfield for US$4.7bn in 2013, ahead of its 2014 listing. 


Henan Shuanghui Investment & Development (000895 CH)

Reservoir Hogs: WH Group (288 HK) Mulls US/Mexican Spin-Off