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

Quiddity HSCEI Dec 23 Flow Expectations: At Least One Change Likely; There Could Be More

Quiddity HSCEI Dec 23 Rebalance: Zhongsheng Vs China Grand Pair Interesting if Deletion Is Confirmed

HSCEI Dec23 Index Review/​Flows - NO ADDs, No DELETEs; ~2.5% One Way

Quiddity Advisors

Equity Bottom-Up

Shandong Hi-Speed New Energy G / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/china-shandong-hi-speed-financial-group-limited" target="_blank" data-smartkarma-citation="entities:10356:1" rel="noopener"><strong>China Shandong Hi-Speed Financial Group (412 HK)</strong></a> (CSFG) has entered into a subscription agreement with <strong><a href="https://www.smartkarma.com/entities/beijing-enterprises-clean-energy-grp-ltd" target="_blank" data-smartkarma-citation="entities:6927:1" rel="noopener">Beijing Enterprises Clean Energy Grp (1250 HK)</a></strong> (BECE).</li>
<li>Subscription shares total 43.45% of BECE on a diluted basis. The subscription price is HK$0.096/share, a 7.69% discount to last close</li>
<li>A mandatory takeover would be triggered at completion of this agreement, provided a whitewash waiver is not granted. </li>
</ul>



China Shandong Hi-Speed Financial Group (412 HK) (CSFG) has entered into a subscription agreement with Beijing Enterprises Clean Energy Grp (1250 HK) (BECE).
Subscription shares total 43.45% of BECE on a diluted basis. The subscription price is HK$0.096/share, a 7.69% discount to last close
A mandatory takeover would be triggered at completion of this agreement, provided a whitewash waiver is not granted. 


BE Energy (1250 HK): Not A Take-Out, More A China Shandong Hi-Speed Bail Out