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

True/​​​DTAC: Merger Support Increasingly Tenuous

True/DTAC Pop As Council Of State Rules NBTC Has No Teeth

The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger

True/DTAC: Merger Delays As NBTC Board Revamped

True/​DTAC: NBTC Sees Merger Crimping GDP Growth

True/​DTAC Merger: Shareholder Meetings, IFA Opinion, & Expected Timetable

Quiddity Advisors

Event-Driven

<ul>
<li>According to local media, Thailand's Central Administrative Court has dismissed a petition seeking to overturn a 2018 NBTC regulation that allowed mergers to take place without requiring the regulator’s approval.</li>
<li>Reportedly the Court ruled earlier this month that the enforcement of this regulation was lawful; and that the DTAC/True merger would not cause unrecoverable damage to the telecom sector.</li>
<li>Both DTAC and True gained on the news. A merger now appears increasingly more likely; although conditions <em>may</em> still be imposed to protect consumers. </li>
</ul>


According to local media, Thailand's Central Administrative Court has dismissed a petition seeking to overturn a 2018 NBTC regulation that allowed mergers to take place without requiring the regulator’s approval.
Reportedly the Court ruled earlier this month that the enforcement of this regulation was lawful; and that the DTAC/True merger would not cause unrecoverable damage to the telecom sector.
Both DTAC and True gained on the news. A merger now appears increasingly more likely; although conditions may still be imposed to protect consumers. 


True/​​DTAC: Merger Support After Court Ruling

True Corp Pcl

True/DTAC: Merger Support After Court Ruling

True Corp Pcl

True/​​DTAC: Merger Support After Court Ruling

True/DTAC: Merger Support After Court Ruling