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

Wilmar Largely Unchanged As Wilmar Adani's IPO Surges

StubWorld: Wilmar's All-Time High Implied Stub As Yihai Kerry Touches New Lows

StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor

StubWorld: Buybacks Resume Into Inexpensive Wilmar

StubWorld: Tencent Under Pressure From Antitrust Push

Quiddity Advisors

Equity Bottom-Up

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/wilmar-international-ltd" target="_blank" data-smartkarma-citation="entities:172:1" rel="noopener">Wilmar International (WIL SP)</a></strong> is coming up "expensive" on my stub monitor, yet still trades at a material 65% discount to NAV. </li>
<li>Preceding my comments on Wilmar are the weekly setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold of at least 20%.</li>
</ul>



Wilmar International (WIL SP) is coming up "expensive" on my stub monitor, yet still trades at a material 65% discount to NAV. 
Preceding my comments on Wilmar 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 of at least 20%.


Yihai Kerry Arawana Holdings C (300999 CH)

StubWorld: Wilmar Gains Ahead Of Adani Wilmar IPO