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David Blennerhassett

David Blennerhassett
Pan-Asia Catalysts/Events
Quiddity Advisors

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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...

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...

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bullishAvarga 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.

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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...

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bullishSilk 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...

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