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David Blennerhassett
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Hong Kong
Joined:
10 August 2016
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bullish
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Prosus NV
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21 May 2024 16:10
StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the...
David Blennerhassett
91 Views
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bullish
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L'Occitane
•
20 May 2024 22:29
L'Occitane (973 HK): Who Owns What, And When
I still expect this deal to get up. But until the scrip Offer specifics are pinned down; and possibly an irrevocable attached to that scrip/cash...
David Blennerhassett
362 Views
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bullish
•
Star Entertainment Group
•
20 May 2024 17:19
Star Entertainment (SGR AU): Hard Rock Rolls The Dice
Opportunistic suitors? Maybe. Probably. But like Crown, Star needs a clean slate. And that means it should be busted-up, or privatised -...
David Blennerhassett
212 Views
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bearish
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Yichang HEC Changjiang Pharma
•
19 May 2024 07:05
Yichang HEC (1558 HK): Absorption Via Speculative Scrip. Avoid
Maybe this gets up. Maybe this is worth HK$19.30/share. Too many maybes. If in, I'd vote this transaction down. If not in, I'd be looking elsewhere.
David Blennerhassett
355 Views
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bullish
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Japan Post Holdings
•
19 May 2024 07:00
Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'Occitane
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
444 Views
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