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

ACCC Greenlights Sigma/Chemist Warehouse Merger

Aussie Pharma (API AU): Scheme Booklet Out. Meeting On The 17 March

NVL: Furry Profitable After Greencross Offer

Sigma/Chemist Warehouse Merger: ACCC Has (Many) Issues

Sigma Healthcare (SIG AU): ASX200 Inclusion Now, MUCH More Squeezy Fun Later. Maybe...

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/ebos-group-ltd-b3a52fb3-73dd-4e25-977d-b12a7b08781f" target="_blank" data-smartkarma-citation="entities:26110:1" rel="noopener">EBOS Group (EBO AU)</a></strong>, a healthcare and animal-care distribution group, is currently trading around a six-year low.</li>
<li>That seems a tad harsh with bottom-line earnings up 39% over that timeframe. And a trailing yield of ~6.5%, well above peers.</li>
<li>The <strong><a href="https://www.smartkarma.com/entities/sigma-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:15966:1" rel="noopener">Sigma Healthcare (SIG AU)</a></strong>/Chemist Warehouse combination remains a structural competitive concern. But right here, I'd be surprised if (potential) suitors are not running a ruler over EBOS.</li>
</ul>



EBOS Group (EBO AU), a healthcare and animal-care distribution group, is currently trading around a six-year low.
That seems a tad harsh with bottom-line earnings up 39% over that timeframe. And a trailing yield of ~6.5%, well above peers.
The Sigma Healthcare (SIG AU)/Chemist Warehouse combination remains a structural competitive concern. But right here, I'd be surprised if (potential) suitors are not running a ruler over EBOS.


Australian Pharmaceutical Industries (API AU)

EBOS (EBO AU): Still Under The Hammer Post Sigma/Chemist Warehouse Merger