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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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1.3m
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1.6k
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Recent
bullish
•
Sg Fleet
•
25 Nov 2024 12:32
SG Fleet (SGF AU): PEP's A$3.50/Share NBIO
Terms remain non-binding. Yet the very short exclusivity period suggests a firm Offer will unfold. Assuming six months to wrap things up, I'd pay...
David Blennerhassett
101 Views
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bullish
•
Shanghai Henlius Biotech
•
25 Nov 2024 09:52
Henlius (2696 HK): The Spread Should Narrow After NDRC Approval
Currently trading at an excessive gross/annualised spread of 21.5%/39.6%, assuming late-June payment. I'd get involved here. I'd pay up to HK$22.70...
David Blennerhassett
201 Views
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bullish
•
Seven & I Holdings
•
24 Nov 2024 07:00
Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
David Blennerhassett
289 Views
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bullish
•
Arcadium Lithium
•
23 Nov 2024 15:00
(Mostly) Asia-Pac M&A: Sayona/Piedmont, I D & E Holdings, Arcadium, Pacific Smiles, HKBN, MAHB
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
428 Views
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bullish
•
Arcadium Lithium
•
22 Nov 2024 09:40
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
David Blennerhassett
422 Views
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