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

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

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

Li Ka-Ching! Cheung Kong (1 HK) Offloads Panama Ports To Blackrock

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

CKH (1 HK): Intervention Seeds Participation

StubWorld: CKH (1 HK) - Expect Near-Term Weakness If Exclusivity Ends Without Resolution

Quiddity Advisors

Event-Driven

<ul>
<li>It was a sure bet Panama's highest court would annul <strong><a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison Holdings (1 HK)</a></strong>'s  Panama Ports Company (PPC) port contracts. Less clear are the next steps. </li>
<li>The Panamanian government has tapped <strong><a href="https://www.smartkarma.com/entities/ap-moeller-maersk-a-s" target="_blank" data-smartkarma-citation="entities:22428:1" rel="noopener">AP Moeller - Maersk A/S (MAERSKB DC)</a></strong>'s APM Terminals as the temporary administrator - or "neutral stabiliser" - via a phased handover of the ports.</li>
<li>PPC has already indicated it will seek a "clarification" of the ruling. And CKH can still sue the Republic of Panama in international tribunals.</li>
</ul>


It was a sure bet Panama's highest court would annul CK Hutchison Holdings (1 HK)'s  Panama Ports Company (PPC) port contracts. Less clear are the next steps. 
The Panamanian government has tapped AP Moeller - Maersk A/S (MAERSKB DC)'s APM Terminals as the temporary administrator - or "neutral stabiliser" - via a phased handover of the ports.
PPC has already indicated it will seek a "clarification" of the ruling. And CKH can still sue the Republic of Panama in international tribunals.


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