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

CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy

CK Hutchison (1 HK) Ratches Up Panama Canal Legal Wrangling

CKH (1 HK): The Courts (Predictably) Annul The Panama Concessions. Now What?

CK Hutchison (1 HK): "New And Perhaps Unforeseen Challenges"

CKH (1 HK): Trading Full Ahead Of Supreme Court Ruling

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison (1 HK)</a></strong>'s arbitration - with the Panama government AND Maersk - continues, with China's full backing, over the (ostensibly) illegal confiscation of the Balboa and Cristobal ports. </li>
<li>Elsewhere, ongoing divestments are further stacking CKH's cash pile, a development not lost on the three key rating agencies.</li>
<li>And CKH's 16.7% stake in <strong><a href="https://www.smartkarma.com/entities/cenovus-energy-inc-0528db43-4e16-4d42-8ab6-6a0bf8bb767e" target="_blank" data-smartkarma-citation="entities:27961:1" rel="noopener">Cenovus Energy (CVE US)</a></strong>, already a strong cashflow generator, is a key standout from the ongoing Iran situation.  </li>
</ul>



CK Hutchison (1 HK)'s arbitration - with the Panama government AND Maersk - continues, with China's full backing, over the (ostensibly) illegal confiscation of the Balboa and Cristobal ports. 
Elsewhere, ongoing divestments are further stacking CKH's cash pile, a development not lost on the three key rating agencies.
And CKH's 16.7% stake in Cenovus Energy (CVE US), already a strong cashflow generator, is a key standout from the ongoing Iran situation.  


CK Hutch (1 HK): The Optics Are Looking Favourable