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

Daemyung Sono Group: Close to Acquiring the Controlling Stake in T'Way Air

StubWorld: T'Way Air (091810 KS) Takes Off As Key Shareholder Seeks Board Spill

Daemyung Sono Group May Wage a Public Opinion War for T'Way Air

Quiddity Advisors

Event-Driven

<ul>
<li>Daemyung Sono Group will acquire a controlling 46.26% stake in <strong><a href="https://www.smartkarma.com/entities/t-way-holdings-inc" target="_blank" data-smartkarma-citation="entities:16747:1" rel="noopener">T'Way Holdings (004870 KS)</a></strong> (THI) held by <strong><a href="https://www.smartkarma.com/entities/yearimdang-publishing-co-ltd" target="_blank" data-smartkarma-citation="entities:17568:1" rel="noopener">Yearimdang Publishing (036000 KS)</a></strong> and family members. THI appears stretched. But is it?</li>
<li>Preceding my comments on the T'way Group are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


Daemyung Sono Group will acquire a controlling 46.26% stake in T'Way Holdings (004870 KS) (THI) held by Yearimdang Publishing (036000 KS) and family members. THI appears stretched. But is it?
Preceding my comments on the T'way Group are the current setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: Daemyung Sono Takes Control Of T'Way Holdings (004870 KS)