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David Blennerhassett
Pan-Asia Catalysts/Events
•
Quiddity Advisors
Location:
Hong Kong
Joined:
10 August 2016
2.9k
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1.2m
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1.6k
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bullish
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Genscript Biotech
•
13 Nov 2024 13:10
StubWorld: Hanwha Corp; Genscript Biotech/Legend Biotech
Hanwha Corp appears attractive here. The pushback is that HC is thinly traded. And Genscript’s deconsolidation has minimal impact on financials...
David Blennerhassett
35 Views
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bullish
•
Shandong Hi-Speed New Energy G
•
12 Nov 2024 16:12
Shandong Hi-Speed New Energy (1250 HK): Expect A Delisting Offer
If an Offer, I'll defer to the average Offer premium of ~37% in HK over the past five. That backs out a possible price of HK$2.30/share, or ~13.5x...
David Blennerhassett
196 Views
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bullish
•
Avarga Ltd
•
12 Nov 2024 09:15
Avarga (SGX:U09): Tong's Unconditional MGO
If you can buy at the open - do so. But this will trade tight to, or perhaps even through, terms. Plus Avarga is illiquid.
David Blennerhassett
255 Views
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bullish
•
China Merchants China Direct Investments
•
11 Nov 2024 15:19
CMCDI (133 HK)'s EGM Double-Header
If shareholders want exposure to CMB and iFlytek, they can buy directly, as opposed to a heavily discounted illiquid name. CMCDI's large NAV...
David Blennerhassett
177 Views
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bullish
•
Silk Logistics
•
11 Nov 2024 09:10
Silk Logistics (SLH AU): DP World Offer
Trading tight, assuming 3Q25 payment. IF applying, say, a roughly standardized four month off-ramp to completion, annualised is 10.6%. If illiquid...
David Blennerhassett
214 Views
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