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

Wynn: Separating the Man from the Brand Creates a Tempting Entry Point Now Behind Negative Headlines

Quiddity Advisors

Event-Driven

<p>There were no material surprises in <strong><a href="https://www.smartkarma.com/entities/10433" target="_blank" data-smartkarma-citation="entities:10433:1">Swire Pacific Ltd Cl A (19 HK)</a></strong>'s 2018 interims <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2018/0809/LTN20180809211.pdf" target="_blank">announced</a> last week - the HK$3.9bn <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2018/0720/LTN20180720347.pdf" target="_blank">write-down</a> in the marine segment had previously been announced to the public while the bottom line improvement in the beverage segment primarily reflects acquisitions in 2017.</p>
<h2>A Brief Rundown of the Unlisted Stub's Performance in 1H118</h2>
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<strong>Beverages</strong>
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<li>Disregarding non-recurring gains in both periods, Swire's beverages made an attributable profit of HK$736mn in 1H18, more than double…</li>
</ul>
</li>
</ul>

There were no material surprises in Swire Pacific Ltd Cl A (19 HK)'s 2018 interims announced last week - the HK$3.9bn write-down in the marine segment had previously been announced to the public while the bottom line improvement in the beverage segment primarily reflects acquisitions in 2017.
A Brief Rundown of the Unlisted Stub's Performance in 1H118


Beverages

Disregarding non-recurring gains in both periods, Swire's beverages made an attributable profit of HK$736mn in 1H18, more than double…




Swire's Interims and Bifurcating Dual Class

Swire Pacific (A)

Swire's Interims and Bifurcating Dual Class