Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Activist and value investor David Webb has the uncanny ability to move stocks.
So much so, after a decade of picking a Xmas stock he liked - and was suitably invested - he abandoned the practice in <a href="https://webb-site.com/articles/pick2009.asp" target="_blank" rel="noopener">December 2009</a>. But not before his stock picks had out-performed the index by 552.8% in the preceding 10 years.
Webb's endorsement of stock, via announcing a substantial interest under Hong Kong Stock Exchange guidelines - i.e. ≥  5% of shares out - still carries significant weight today.
Most recently, he cleared 5% in <a href="https://www.smartkarma.com/entities/analogue-holdings-ltd" target="_blank" data-smartkarma-citation="entities:28661:1" rel="noopener">Analogue Holdings Ltd (1977 HK)</a> on the <a href="https://di.hkex.com.hk/di/NSForm1.aspx?fn=IS20201023E00391&amp;sa2=ns&amp;sid=246673&amp;corpn=Analogue+Holdings+Ltd.&amp;sd=10%2f06%2f2020&amp;ed=10%2f06%2f2021&amp;cid=0&amp;sa1=cl&amp;scsd=10%2f06%2f2020&amp;sced=10%2f06%2f2021&amp;sc=1977&amp;src=MAIN&amp;lang=EN&amp;" target="_blank" rel="noopener">20 October 2020</a>, and currently holds 7.01% as at <a href="https://di.hkex.com.hk/di/NSForm1.aspx?fn=IS20210520E00305&amp;sa2=ns&amp;sid=246673&amp;corpn=Analogue+Holdings+Ltd.&amp;sd=10%2f06%2f2020&amp;ed=10%2f06%2f2021&amp;cid=0&amp;sa1=cl&amp;scsd=10%2f06%2f2020&amp;sced=10%2f06%2f2021&amp;sc=1977&amp;src=MAIN&amp;lang=EN&amp;" target="_blank" rel="noopener">14 May</a>. I looked at the company in <a href="https://skr.ma/7H7sE" target="_blank" rel="noopener">Analogue Holdings (1977 HK): Lift-Off!</a>. Despite the share price run-up (+88%), no doubt largely pivoting off Webb's interest, the stock still looks cheap. 
According to the HKEx, Webb <a href="https://di.hkex.com.hk/di/NSSrchPersonList.aspx?sa1=pl&amp;scsd=21/06/2017&amp;sced=21/06/2021&amp;pn=webb&amp;src=MAIN&amp;lang=EN&amp;g_lang=en" target="_blank" rel="noopener">holds</a> another 21 stocks with a 5% interest or more. 
This insight takes a look at those stocks and analyses how long the "Webb-halo of outperformance" persists.

Activist and value investor David Webb has the uncanny ability to move stocks.
So much so, after a decade of picking a Xmas stock he liked - and was suitably invested - he abandoned the practice in December 2009. But not before his stock picks had out-performed the index by 552.8% in the preceding 10 years.
Webb's endorsement of stock, via announcing a substantial interest under Hong Kong Stock Exchange guidelines - i.e. ≥  5% of shares out - still carries significant weight today.
Most recently, he cleared 5% in Analogue Holdings Ltd (1977 HK) on the 20 October 2020, and currently holds 7.01% as at 14 May. I looked at the company in Analogue Holdings (1977 HK): Lift-Off!. Despite the share price run-up (+88%), no doubt largely pivoting off Webb's interest, the stock still looks cheap. 
According to the HKEx, Webb holds another 21 stocks with a 5% interest or more. 
This insight takes a look at those stocks and analyses how long the "Webb-halo of outperformance" persists. 

Hong Kong

Tungtex (Holdings) Co. Ltd. is an investment holding company primarily engaged in the manufacture and sale of women's garments, specializing in fine ladies' fashion made from various materials including silk, linen, cotton, and synthetics. The company also operates its own brands, "Betu" for retail in China and "Zelda" for wholesale in the U.S.. Headquartered in Kwun Tong, Hong Kong, the company was established in 1977.

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Tungtex (518 HK)

David Webb's Greatest Hits

The sweet spot, on a relative basis, is to remain invested up to around six months after Webb has declared his 5%+ holding. Beyond that, the...

David Blennerhassett

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