Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The value realisation of selling cross-holdings should not be contingent on selling your shares to someone else too cheaply but that is exactly what Toyota is proposing here.</li>
<li>OCBC is doing the right thing. Although a 17.8% bump in terms for <a href="https://www.smartkarma.com/entities/great-eastern-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13993:1" rel="noopener">Great Eastern Holdings (GE SP)</a>'s minorities is probably not enough to dislodge Palliser.</li>
<li>Cosette has lodged a termination notice, which <a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a> rejects. It's anyone's guess whether this saga concludes with a price cut; or Cosette walking.</li>
</ul>


The value realisation of selling cross-holdings should not be contingent on selling your shares to someone else too cheaply but that is exactly what Toyota is proposing here.
OCBC is doing the right thing. Although a 17.8% bump in terms for Great Eastern Holdings (GE SP)'s minorities is probably not enough to dislodge Palliser.
Cosette has lodged a termination notice, which Mayne Pharma (MYX AU) rejects. It's anyone's guess whether this saga concludes with a price cut; or Cosette walking.


Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World

James Hardie Industries Plc / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/james-hardie-industries-plc" target="_blank" data-smartkarma-citation="entities:10937:1" rel="noopener">James Hardie (JHX AU)</a>'s merger with <a href="https://www.smartkarma.com/entities/azek-co-inc-the" target="_blank" data-smartkarma-citation="entities:36947:1" rel="noopener">Azek (AZEK US)</a> isn’t inherently a "bad" deal; but arguably risky and expensive. Yet JHX is down a massive 23% on the news.</li>
<li>The Biden Administration's USTR Report (bad data/analytics) was a disaster. But true to form, if it allows the USG to stomp on China, Trump is going to take it.</li>
<li>The irony is that <a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CKH (1 HK)</a>'s Panama-port sale was probably prompted, at least in part, by a desire to get out of a situation which was becoming increasingly political.</li>
</ul>



James Hardie (JHX AU)'s merger with Azek (AZEK US) isn’t inherently a "bad" deal; but arguably risky and expensive. Yet JHX is down a massive 23% on the news.
The Biden Administration's USTR Report (bad data/analytics) was a disaster. But true to form, if it allows the USG to stomp on China, Trump is going to take it.
The irony is that CKH (1 HK)'s Panama-port sale was probably prompted, at least in part, by a desire to get out of a situation which was becoming increasingly political.


Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN

France

Verallia manufactures and distributes packaging products. The Company offers glass bottles, containers, and jars for food, beverages, and liquids. Verallia serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Verallia (VRLA FP)

Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World

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

Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)