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

Will the Chinese Government Rescue Soho China (Potential Write Down of Assets)?

SOHO China (410 HK): Blackstone Deal Potentially Back On As Pan Shiyi Goes "Altruistic"

SOHO China (410 HK): At Least There Is Dialogue

SOHO China (410 HK): The Tap On The Shoulder

Quiddity Advisors

Event-Driven

<ul>
<li>Ten months after China's SAMR torpedoed Blackstone's Offer, <strong><a href="https://www.smartkarma.com/entities/soho-china-ltd" target="_blank" data-smartkarma-citation="entities:4123:1" rel="noopener">SOHO China (410 HK)</a></strong> has fallen 61%. Its portfolio of high-quality properties are currently trading at 0.2x P/B. </li>
<li>Recent woes concern electricity price violations, tax evasion, and now an investigation into CFO Ni Kuiyang's alleged insider trading. </li>
<li>SOHO is trading cheap on a standalone basis; and to peers. This is still not a good reason to get involved.</li>
</ul>


Ten months after China's SAMR torpedoed Blackstone's Offer, SOHO China (410 HK) has fallen 61%. Its portfolio of high-quality properties are currently trading at 0.2x P/B. 
Recent woes concern electricity price violations, tax evasion, and now an investigation into CFO Ni Kuiyang's alleged insider trading. 
SOHO is trading cheap on a standalone basis; and to peers. This is still not a good reason to get involved.


Soho China

SOHO China (410 HK): Still Toxic