Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

ANE (9956 HK): Pre-Cons Satisfied. Possible Payment Early March

ANE Cayman (9956 HK): Centurium / Management Buyout?

Quiddity Advisors

Event-Driven

<ul>
<li>After <strong><a href="https://www.smartkarma.com/entities/ane-cayman-inc" target="_blank" data-smartkarma-citation="entities:35025:1" rel="noopener">ANE Cayman Inc (9956 HK)</a></strong>, a road freight transportation play, was suspended pursuant to the Takeovers Code, an Offer from PE outfit Centurium Partners, a pre-IPO investor, was expected. </li>
<li>And this is what unfolded. Centurium, together with Temasek and Singapore-based asset manager True Light, are offering HK$12.18/share (best &amp; final) via a Scheme, a 48.54% premium to undisturbed.</li>
<li>A scrip alternative is present (mix &amp; match). This is a pre-conditional Offer: it requires SAMR signing off. The FA is JPM. This should help smooth over the reg process.</li>
</ul>


After ANE Cayman Inc (9956 HK), a road freight transportation play, was suspended pursuant to the Takeovers Code, an Offer from PE outfit Centurium Partners, a pre-IPO investor, was expected. 
And this is what unfolded. Centurium, together with Temasek and Singapore-based asset manager True Light, are offering HK$12.18/share (best &amp; final) via a Scheme, a 48.54% premium to undisturbed.
A scrip alternative is present (mix &amp; match). This is a pre-conditional Offer: it requires SAMR signing off. The FA is JPM. This should help smooth over the reg process.


Hangzhou Kangji Medical Instrument Co., Ltd. (9997 HK)

Hangzhou Kangji Medical Instrument Co., Ltd.

ANE (9956 HK): Centurium/Temasek's Clean Offer