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

Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

Japan Post Holdings Update (6178.JP)- Catalysts to Be Delivered

Japan - Domestic Credit Growth Acceleration Higher Than Developed Asian Countries

Japan's Governance Changes I - The PBR 1.0 Target

Gravity Works As WeWork Doesn't; Now Plan B

Japan Post Holdings (6178 JP) - Ugly Group Forecasts But a Very Bigly Buyback

Quiddity Advisors

Event-Driven

<ul>
<li>At 0.3x, <strong><a href="https://www.smartkarma.com/entities/japan-post-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:359:1" rel="noopener">Japan Post Holdings (6178 JP)</a></strong> is top of the heap in terms of dollar "UpValue" to move to PBR 1.0x under Japan's governance changes. </li>
<li>Preceding my comments on Japan Post 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>


At 0.3x, Japan Post Holdings (6178 JP) is top of the heap in terms of dollar "UpValue" to move to PBR 1.0x under Japan's governance changes. 
Preceding my comments on Japan Post 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: Japan Post Holdings Coming Up "Cheap"