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

Pacific Textiles (1382 HK): Material Benefits

Weiqiao Textile (2698 HK): 8th March Vote. Payment Late March

Weiqiao Textile (2698 HK): Pre-Cons Done. Payment (Perhaps) Late March

Weiqiao Textile (2698 HK)’s Pre-Conditional Merger By Absorption

Quiddity Advisors

Equity Bottom-Up

<ul>
<li>Following the recent Offer for <a href="https://www.smartkarma.com/entities/weiqiao-textile-co" target="_blank" data-smartkarma-citation="entities:3690:1" rel="noopener">Weiqiao Textile Co (2698 HK)</a>, I flagged <a href="https://www.smartkarma.com/entities/pacific-textiles-holdings" target="_blank" data-smartkarma-citation="entities:12638:1" rel="noopener">Pacific Textiles (1382 HK)</a> in <a href="https://www.smartkarma.com/compose/insight/125112/%20https:/skr.ma/uqE4L" target="_blank" rel="noopener">Pacific Textiles (1382 HK): Material Benefits</a> as a potential M&amp;A play.</li>
<li>Also in this space is <a href="https://www.smartkarma.com/entities/texwinca-holdings-ltd" target="_blank" data-smartkarma-citation="entities:16983:1" rel="noopener">Texwinca Holdings (321 HK)</a> which is trading down towards its Covid-affected lows.</li>
<li>Both Pacific Textiles and Texwinca are pursuing a Vietnamese expansion. Texwinca is trading cheaper to Pacific Textiles, is net cash, and has a superior yield.. </li>
</ul>


Following the recent Offer for Weiqiao Textile Co (2698 HK), I flagged Pacific Textiles (1382 HK) in Pacific Textiles (1382 HK): Material Benefits as a potential M&amp;A play.
Also in this space is Texwinca Holdings (321 HK) which is trading down towards its Covid-affected lows.
Both Pacific Textiles and Texwinca are pursuing a Vietnamese expansion. Texwinca is trading cheaper to Pacific Textiles, is net cash, and has a superior yield.. 


Texwinca (321 HK): Even Cheaper Than Pacific Textiles (1382 HK)