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 26 years of covering Asia Pacific equities, the past 20 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

China Shengmu (1432): China Modern Dairy's Offer Is (Shortly) Unconditional

On China Shengmu (1432)'s Conditional MGO

China Shengmu (1432): Conditional MGO To Launch At Month-End

Quiddity Advisors

Event-Driven

China Shengmu Organic Milk / Event-Driven

<ul>
<li>On the 30th October 2025, <strong><a href="https://www.smartkarma.com/entities/china-modern-dairy-holdings-ltd" target="_blank" data-smartkarma-citation="entities:6785:1" rel="noopener">China Modern Dairy (1117 HK)</a></strong> (CMD) entered into a SPA to acquire 1.28% in <strong><a href="https://www.smartkarma.com/entities/china-shengmu-organic-milk-ltd" target="_blank" data-smartkarma-citation="entities:12714:1" rel="noopener">China Shengmu (1432 HK)</a></strong>, the completion of which triggered a MGO.  </li>
<li>The Composite Doc was dispatched on the 30th June 2026, with a First Close on the 21st July. 31st August is the final close - unless unconditional 14 days beforehand. </li>
<li>CMD intends to Shengmu's maintain listing. The Offer is conditional on CMD holding 50%. By my estimate, ~14.4% of shares out have now tendered, lifting CMD's stake to ~45.66%. </li>
</ul>


On the 30th October 2025, China Modern Dairy (1117 HK) (CMD) entered into a SPA to acquire 1.28% in China Shengmu (1432 HK), the completion of which triggered a MGO.  
The Composite Doc was dispatched on the 30th June 2026, with a First Close on the 21st July. 31st August is the final close - unless unconditional 14 days beforehand. 
CMD intends to Shengmu's maintain listing. The Offer is conditional on CMD holding 50%. By my estimate, ~14.4% of shares out have now tendered, lifting CMD's stake to ~45.66%. 


China Shengmu (1432): China Modern Dairy Closes In On 50%