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

Mandarin Oriental (MAND SP): Life Is Suite

Hongkong & Shanghai Hotels - Check-Out Time

Quiddity Advisors

Event-Driven

Mandarin Oriental International / Event-Driven

Mandarin Oriental International (MAND SP)

<p>This week in <strong>StubWorld</strong> ...</p>
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<p><a href="https://www.smartkarma.com/entities/toei-co-ltd" target="_blank" data-smartkarma-citation="entities:15379:1" rel="noopener">Toei Co Ltd (9605 JP)</a> is coming up "cheap" versus 40.4%-held <a href="https://www.smartkarma.com/entities/toei-animation-co-ltd" target="_blank" data-smartkarma-citation="entities:18641:1" rel="noopener">Toei Animation (4816 JP)</a>.</p>
<p>And despite local media reports, the conversion of <a href="https://www.smartkarma.com/entities/mandarin-oriental-intl-ltd" target="_blank" data-smartkarma-citation="entities:4773:1" rel="noopener">Mandarin Oriental Intl (MAND SP)</a>'s Excelsior Hotel into an office building continues unabated.</p>
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<p>Preceding my comments on <strong>Toei</strong> &amp; <strong>MAND</strong> are the weekly setup/unwind tables for Asia-Pacific Holdcos.</p>
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<p>These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.</p>
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This week in StubWorld ...


Toei Co Ltd (9605 JP) is coming up "cheap" versus 40.4%-held Toei Animation (4816 JP).
And despite local media reports, the conversion of Mandarin Oriental Intl (MAND SP)'s Excelsior Hotel into an office building continues unabated.


Preceding my comments on Toei &amp; MAND are the weekly setup/unwind tables for Asia-Pacific Holdcos.


These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.



Jardine Lloyd Thompson Group PLC (JLT LN)

Mandarin Oriental International

StubWorld: Toei Corp, Mandarin Oriental