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

Hollysys: Court Injunction Hearing Is Key

Hollysys (HOLI US): The Subtle Third Offer

Hollysys (HOLI US): Potential Suitors Didn't Get The Memo

Hollysys (HOLI US) Suspends Proposal Evaluations As Fourth Bid Emerges

Quiddity Advisors

Event-Driven

Hollysys Automation Technologies / Event-Driven

Hollysys Automation Technologies (HOLI US)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hollysys-automation-technologies" target="_blank" data-smartkarma-citation="entities:26078:1" rel="noopener"><strong>Hollysys (HOLI US</strong>)</a>, a leading automation control system solutions provider in China, has been subject to at least six indicative Offers since December 2020, ranging from US$15.47/share to $US$25/share. </li>
<li>Yue Xu and Lei Fang, the co-chief operating officers of Hollysys, who previously tabled a NBIO of <a href="https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&amp;ref=116095743&amp;type=PDF&amp;symbol=HOLI&amp;companyName=Hollysys+Automation+Technologies+Ltd.&amp;formType=6-K&amp;dateFiled=2021-08-24&amp;CK=1357450" target="_blank" rel="noopener">US$23.00/share in August 2021</a>, have now pitched a <a href="https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&amp;ref=317816928&amp;type=PDF&amp;symbol=HOLI&amp;cdn=2e4afefb17cdc67f8f50561ac5e51bd3&amp;companyName=Hollysys+Automation+Technologies+Ltd.&amp;formType=6-K&amp;dateFiled=2023-10-24" target="_blank" rel="noopener">US$25/share proposal</a>.</li>
<li>What is different this time? &gt;32% of the share registry has banded together to demand changes. That’s dramatically different vs previous Offers.</li>
</ul>



Hollysys (HOLI US), a leading automation control system solutions provider in China, has been subject to at least six indicative Offers since December 2020, ranging from US$15.47/share to $US$25/share. 
Yue Xu and Lei Fang, the co-chief operating officers of Hollysys, who previously tabled a NBIO of US$23.00/share in August 2021, have now pitched a US$25/share proposal.
What is different this time? &gt;32% of the share registry has banded together to demand changes. That’s dramatically different vs previous Offers.


Zhejiang Longsheng Group Co., (600352 CH)

Hollysys Automation Technologies

What To Make Of Hollysys' Latest Offer