Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Washington H. Soul Pattinson and Co. Ltd / Event-Driven

Washington H. Soul Pattinson and Co. Ltd (SOL AU)

<ul>
<li>There is, or perhaps, was, imbedded value via the cross-holding. However, <a href="https://www.smartkarma.com/entities/washington-h-soul-pattinson-and-co-ltd" target="_blank" data-smartkarma-citation="entities:6054:1" rel="noopener">Soul Patts (SOL AU)</a> &amp; <a href="https://www.smartkarma.com/entities/brickworks-ltd" target="_blank" data-smartkarma-citation="entities:2726:1" rel="noopener">Brickworks (BKW AU)</a>'s combined market cap has increased 18% or A$3.1bn since announcing their merger.</li>
<li>
<a href="https://www.smartkarma.com/entities/furukawa-battery-co-ltd" target="_blank" data-smartkarma-citation="entities:6513:1" rel="noopener">Furukawa Battery (6937 JP)</a> is a VERY low-priced MBO-like transaction. The pricing process is unacceptable. It is a take-under. It is BAD process. But it'll get done.</li>
<li>For a company that has consistently spilled red ink at the stub level, there is no justification why <a href="https://www.smartkarma.com/entities/pccw-ltd" target="_blank" data-smartkarma-citation="entities:873:1" rel="noopener">PCCW Ltd (8 HK)</a> would/should trade at a NAV premium.</li>
</ul>


There is, or perhaps, was, imbedded value via the cross-holding. However, Soul Patts (SOL AU) &amp; Brickworks (BKW AU)'s combined market cap has increased 18% or A$3.1bn since announcing their merger.

Furukawa Battery (6937 JP) is a VERY low-priced MBO-like transaction. The pricing process is unacceptable. It is a take-under. It is BAD process. But it'll get done.
For a company that has consistently spilled red ink at the stub level, there is no justification why PCCW Ltd (8 HK) would/should trade at a NAV premium.


Last Week In Event SPACE: Soul Patts/Brickworks, Furukawa Battery, PCCW, TPG Telecom

Offering Senior Secured Loans, Kilde

Kilde

Offering Senior Secured Loans

Kilde connects family offices, funds, and accredited investors to investment-ready private credit deals in developed and emerging markets. We offer senior secured loans from last-mile lending companies with strong capitalization, a healthy balance sheet, and a capable management team.

Equity Bottom-Up

<ul>
<li>Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products.</li>
<li>The Group provides a wide range of packaging solutions including corrugated boards, die-cut boxes, offset-printed cartons, and customized heavy-duty packaging. Its customer base spans multiple industries such as electronics, food and beverage, pharmaceuticals, industrial goods, and e-commerce in China and Singapore.</li>
<li>Tat Seng’s investment in advanced machinery and automation enables efficient, large-scale production of high-quality corrugated packaging.</li>
</ul>


Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products.
The Group provides a wide range of packaging solutions including corrugated boards, die-cut boxes, offset-printed cartons, and customized heavy-duty packaging. Its customer base spans multiple industries such as electronics, food and beverage, pharmaceuticals, industrial goods, and e-commerce in China and Singapore.
Tat Seng’s investment in advanced machinery and automation enables efficient, large-scale production of high-quality corrugated packaging.


Tat Seng Packaging Group Ltd (SGX: T12): New Products and Cost Efficiencies to Support Growth

Singapore

Tat Seng Packaging designs, manufactures, and sells corrugated paper products and other packaging solutions, including corrugated paper boards, cartons, die-cut boxes, and heavy-duty packaging. The company also provides related products such as tapes, stretch films, and foams. Headquartered in Singapore, it was founded in 1968.

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Tat Seng Packaging (TSP SP)

Last Week In Event SPACE: Soul Patts/Brickworks, Furukawa Battery, PCCW, TPG Telecom

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

Tat Seng Packaging Group Ltd (SGX: T12): New Products and Cost Efficiencies to Support Growth

Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products. The Group...

Kilde

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