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: Big PCCW Comeback As Shorts Unwind, But Large Stub Losses Continue

StubWorld: Intouch's Discount Back Down To Temasek Sell-Off Levels

Quiddity Advisors

Event-Driven

Indofood Sukses Makmur Tbk P / Event-Driven

<div><p>Doubling up on StubWorld this week ...</p></div><div><div><div class="content-highlight"><p><a href="https://www.smartkarma.com/entities/indofood-sukses-makmur-tbk-p" target="_blank" data-smartkarma-citation="entities:1053:1" rel="noopener">Indofood Sukses Makmur Tbk P (INDF IJ)</a>'s NAV narrows as 80.5%-held <a href="https://www.smartkarma.com/entities/indofood-cbp-sukses-makmur-t" target="_blank" data-smartkarma-citation="entities:17651:1" rel="noopener">Indofood CBP Sukses (ICBP IJ)</a> underperforms; yet INDF remains a cheap(er) proxy into ICBP.</p></div></div></div><div><p>Preceding my comments on INDF are <strong>Setup/Unwind Tables for Asia-Pacific Holdcos</strong>.</p></div>

Doubling up on StubWorld this week ...Indofood Sukses Makmur Tbk P (INDF IJ)'s NAV narrows as 80.5%-held Indofood CBP Sukses (ICBP IJ) underperforms; yet INDF remains a cheap(er) proxy into ICBP.Preceding my comments on INDF are Setup/Unwind Tables for Asia-Pacific Holdcos.

StubWorld: Switching Into Indofood Sukses?