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

TCM (570 HK): Sinopharm's $4.60/Share Offer

Trad Chi Med (570 HK): Sinopharm's Feverish Proposal

Quiddity Advisors

Event-Driven

China Traditional Chinese Medicine / Event-Driven

China Traditional Chinese Medicine (570 HK)

<ul>
<li>Just plain ugly. <strong><a href="https://www.smartkarma.com/entities/china-traditional-chinese-medicine" target="_blank" data-smartkarma-citation="entities:351:1" rel="noopener">China Traditional Chinese Medicine (570 HK)</a></strong> ("TCM") fell 11.7% yesterday. It's down another 7.9%, on large volume, as I type.  The stock is now ~35% <em>below</em> terms</li>
<li>Depending on who you talk to, the sudden move was triggered by a couple of event pods dumping stock; or the incoming CNPGC chairman is not supportive. Or perhaps both. </li>
<li>Since rumours surfaced early Feb as to an Offer, a basket of TCM's peers are up 8% on average. The HSI is up 15%. TCM's downside from here appears limited.</li>
</ul>


Just plain ugly. China Traditional Chinese Medicine (570 HK) ("TCM") fell 11.7% yesterday. It's down another 7.9%, on large volume, as I type.  The stock is now ~35% below terms
Depending on who you talk to, the sudden move was triggered by a couple of event pods dumping stock; or the incoming CNPGC chairman is not supportive. Or perhaps both. 
Since rumours surfaced early Feb as to an Offer, a basket of TCM's peers are up 8% on average. The HSI is up 15%. TCM's downside from here appears limited.


Sanai Health Industry Group Company (1889 HK)

China Traditional Chinese Medicine

TCM (570 HK): Where's The Floor?