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

Quiddity Advisors

Event-Driven

<ul>
<li>A change of pace from the usual Asia-Pac stubs: <strong><a href="https://www.smartkarma.com/entities/delek-us-holdings-inc" target="_blank" data-smartkarma-citation="entities:10780:1" rel="noopener">Delek US (DK US)</a></strong>, a deep value downstream refining and logistic (via 78.7% held <strong><a href="https://www.smartkarma.com/entities/delek-logistics-partners-lp" target="_blank" data-smartkarma-citation="entities:37024:1" rel="noopener">Delek Logistics Partners (DKL US)</a></strong>) play</li>
<li>Preceding my comments on Delek 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>


A change of pace from the usual Asia-Pac stubs: Delek US (DK US), a deep value downstream refining and logistic (via 78.7% held Delek Logistics Partners (DKL US)) play
Preceding my comments on Delek 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: Upside To Delek (DK US)'s Downstream Ops

Delek US Holdings

StubWorld: Upside To Delek (DK US)'s Downstream Ops