Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nippon-sheet-glass-co-ltd" target="_blank" data-smartkarma-citation="entities:9013:1" rel="noopener">Nippon Sheet Glass (5202 JP)</a> is now down to "pure arb." All approvals are in. All financing done. The remaining trade is to buy and hold until the cash settles.</li>
<li>I see no startling revelation when inspecting <a href="https://www.smartkarma.com/entities/guotai-junan-international-holdings-limited" target="_blank" data-smartkarma-citation="entities:13438:1" rel="noopener">Guotai Junan International (1788 HK)</a>'s s329 investigative reports.</li>
<li>
<a href="https://www.smartkarma.com/entities/resonac-holdings-corp" target="_blank" data-smartkarma-citation="entities:1496:1" rel="noopener">Resonac (4004 JP)</a> is spinning off 80+% of its petrochemical division. <a href="https://www.smartkarma.com/entities/crasus-chemical" target="_blank" data-smartkarma-citation="entities:58630:1" rel="noopener">Crasus Chemical</a> is unlikely to stay in MSCI. Definitely not Nikkei 225. Big selling on Day 1 at the close likely.</li>
</ul>



Nippon Sheet Glass (5202 JP) is now down to "pure arb." All approvals are in. All financing done. The remaining trade is to buy and hold until the cash settles.
I see no startling revelation when inspecting Guotai Junan International (1788 HK)'s s329 investigative reports.

Resonac (4004 JP) is spinning off 80+% of its petrochemical division. Crasus Chemical is unlikely to stay in MSCI. Definitely not Nikkei 225. Big selling on Day 1 at the close likely.


Last Week In Event SPACE: Nippon Sheet Glass, Guotai Junan, Resonac, Skyworth, Fosun, Austal

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

<ul>
<li>On September 8, Liberty agreed to sell VodafoneZiggo’s passive mobile tower infrastructure to DigitalBridge, L&amp;G and TD Asset Management for €669MM ($777.2MM), with the assets folding into DigitalBridge’s existing Belgium Tower Partners platform and proceeds going to retire debt across Ziggo.</li>
<li>Closing is expected in early 2027.</li>
<li>That single transaction covers roughly half the €1.2-1.4BN of asset sales management has been pointing to, alongside the pending sale of about half of Telenet’s stake in Wyre, and it materially de-risks the path to 4.5x leverage.</li>
</ul>


On September 8, Liberty agreed to sell VodafoneZiggo’s passive mobile tower infrastructure to DigitalBridge, L&amp;G and TD Asset Management for €669MM ($777.2MM), with the assets folding into DigitalBridge’s existing Belgium Tower Partners platform and proceeds going to retire debt across Ziggo.
Closing is expected in early 2027.
That single transaction covers roughly half the €1.2-1.4BN of asset sales management has been pointing to, alongside the pending sale of about half of Telenet’s stake in Wyre, and it materially de-risks the path to 4.5x leverage.


Japan

A Japanese petrochemical manufacturing and sales company headquartered in Minato, Tokyo. It operates as a subsidiary of Resonac Holdings.

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Crasus Chemical (646A JP)

Last Week In Event SPACE: Nippon Sheet Glass, Guotai Junan, Resonac, Skyworth, Fosun, Austal

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

Weekly Update (LBTYA, HOH.V, Vylor)

On September 8, Liberty agreed to sell VodafoneZiggo’s passive mobile tower infrastructure to DigitalBridge, L&G and TD Asset Management

Richard Howe

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