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Quiddity Advisors
Pan-Asia Catalysts/Events
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bullish
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Zhihu
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26 Jul 2024 14:37
Zhihu (2390 HK/ZH US)'s Cheeky Buyback
This is an interesting, albeit illiquid, Partial Offer. The final pro-ration was ~45% in the partial for Hengdeli, in which the Offer price was...
David Blennerhassett
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173 Views
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bullish
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Amorepacific Corp
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26 Jul 2024 10:31
StubWorld's: Amorepacific's NAV Discount Plumbs New Multi-Year Low
The implied stub - and simple ratio - are currently at extreme levels. Setting up the stub here - long Group, short Corp - is the obvious trade;...
David Blennerhassett
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210 Views
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bullish
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Jeisys Medical
•
26 Jul 2024 09:19
Jeisys Medical (287410 KS): Archimed Reloads Delisting Offer
Trading very tight to terms. If playing the tender offer, tender or sell in the market. A bump in terms is still a possibility.
David Blennerhassett
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195 Views
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bearish
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Zomato
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25 Jul 2024 20:39
Quiddity Leaderboard BSE/SENSEX Dec 24: Could Zomato's Share Price Rally Become a Problem?
We see Zomato as a BSE 100 DEL for December 2024 as it currently violates one of the derivative linkage requirements. Zomato's fate will depend on...
Janaghan Jeyakumar, CFA
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196 Views
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bullish
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Canvest Environmental Protection Group
•
25 Jul 2024 18:57
Canvest (1381 HK): Trading Wide To Grandblue's Offer
Assuming late-December payment, this is trading at a gross/annualised spread of 12.1%/31.6%. That looks too wide. I'd buy here, and on any weakness.
David Blennerhassett
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235 Views
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