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

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

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

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

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

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>Panama’s Supreme Court is expected to make a decision shortly on whether <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> ("CKH") </strong>will retain the concessions to operate two key Panama Canal ports.</li>
<li>CKH and Panama's Comptroller hold diametrically opposite views on the legitimacy of the 2021 licence renewal and operational compliance/status of these ports. To categorise the situation political is an understatement.</li>
<li>The (largely) expected Panamanian pushback appears factored in, with the market looking further afield to the sale of the remaining 41 global ports. CKH is trading full here. </li>
</ul>


Panama’s Supreme Court is expected to make a decision shortly on whether CK Hutchison Holdings (1 HK) ("CKH") will retain the concessions to operate two key Panama Canal ports.
CKH and Panama's Comptroller hold diametrically opposite views on the legitimacy of the 2021 licence renewal and operational compliance/status of these ports. To categorise the situation political is an understatement.
The (largely) expected Panamanian pushback appears factored in, with the market looking further afield to the sale of the remaining 41 global ports. CKH is trading full here. 


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