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

StubWorld: PCCW's Premium To NAV Is Unsustainable

StubWorld: PCCW's Questionable NAV Premium. Plus Softbank Vs. Arm

Softbank (9984 JP): The Importance of Arm Is More a Curse than a Blessing

StubWorld: YTL Is Coming Up Cheap; Li Buys More PCCW

Quiddity Advisors

Event-Driven

<ul>
<li>Reportedly, Chinese investors, as well as Middle Eastern sovereign wealth funds, have expressed interest in acquiring a "significant " minority stake in <strong><a href="https://www.smartkarma.com/entities/pccw-ltd" target="_blank" data-smartkarma-citation="entities:873:1" rel="noopener">PCCW Ltd (8 HK)</a></strong>'s fibre ops. </li>
<li>Preceding my comments on PCCW 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>


Reportedly, Chinese investors, as well as Middle Eastern sovereign wealth funds, have expressed interest in acquiring a "significant " minority stake in PCCW Ltd (8 HK)'s fibre ops. 
Preceding my comments on PCCW 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%.


Asia Satellite Telecom Holdings Ltd (1135 HK)

StubWorld: Rumoured Interest In PCCW's Fibre