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

Swire Back To Buying Back - One-Third To Go

Link REIT (823) - Anchors Aweigh! Fair Weather Sailing Ahead

StubWorld: Swire Drifts Lower As Cathay Faces Discrimination Claim

Swire B Vs A - It Bounced Before, It Can Bounce Again - A 19 Year Low On the Ratio In Sight

Quiddity Advisors

Event-Driven

<ul>
<li>There were some positive takeaways from<strong> Swire</strong> stable's set of FY22 accounts; however, the Hong Kong office segment faces increased vacancy rates, and new supply in 2023.</li>
<li>Preceding my comments on Swire 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>


There were some positive takeaways from Swire stable's set of FY22 accounts; however, the Hong Kong office segment faces increased vacancy rates, and new supply in 2023.
Preceding my comments on Swire 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: Swire Pac/Prop & Cathay FY22 Results

Swire Pacific (A)

StubWorld: Swire Pac/Prop & Cathay FY22 Results