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

Shimao Property Holdings – Here We Go Again

Bond Market Monitor: What Shimao’s Default Tells Us

Shimao Services: KWG Living-Like Valuation; Parent Trading Rich

First Service (2107 HK): Too Hot To Handle

Sunac Services' Offer For First Service (2107 HK) May Support Modern Land

Quiddity Advisors

Equity Bottom-Up

Shimao Property Holdings / Equity Bottom-Up

<ul>
<li>A connected party transaction and a pending management shake-up see <strong><a href="https://www.smartkarma.com/entities/shimao-property-holdings-limited" target="_blank" data-smartkarma-citation="entities:8375:1" rel="noopener">Shimao Property Holdings (813 HK)</a></strong> shares fall to a record low amid renewed liquidity concerns.  </li>
<li>Preceding my comments on Shimao, are the weekly setup/unwind tables for Asia-Pacific Holdcos. These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
<li>The title of this insight is in reference to a heading in Shimao's 2021 interim report, "<em>Diversified “Giant Aircraft” flown at full speed</em>". </li>
</ul>


A connected party transaction and a pending management shake-up see Shimao Property Holdings (813 HK) shares fall to a record low amid renewed liquidity concerns.  
Preceding my comments on Shimao, are the weekly setup/unwind tables for Asia-Pacific Holdcos. These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.
The title of this insight is in reference to a heading in Shimao's 2021 interim report, "Diversified “Giant Aircraft” flown at full speed". 


Shimao Services Holdings Limited (873 HK)

StubWorld: Shimao (813 HK) - Gear-Up Landing For "Giant Aircraft"