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

ENN Natural Gas (600803) Tactical Outlook: Oversold - Ready to Bounce?

Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing

ENN Energy (2688 HK): ENN Natural Gas' Application Proof Is Out. Interesting For What Is Not Present

Quiddity Advisors

Event-Driven

<ul>
<li>It's been a little over three months since NDRC, MoC, and SAFE cleared this transaction. Only CSRC is outstanding.</li>
<li>For CSRC to pushback, it would need to clearly articulate, inter alia, clear friction points surrounding the deal structure (unfair share dilution) and/or systematic A-share market risks. Neither appears apparent.</li>
<li>The market is implying an excessive discount for ENN NG's Hs vs. the As. I'd get involved.</li>
</ul>


It's been a little over three months since NDRC, MoC, and SAFE cleared this transaction. Only CSRC is outstanding.
For CSRC to pushback, it would need to clearly articulate, inter alia, clear friction points surrounding the deal structure (unfair share dilution) and/or systematic A-share market risks. Neither appears apparent.
The market is implying an excessive discount for ENN NG's Hs vs. the As. I'd get involved.


ENN Energy

ENN Energy (2688 HK) Is Still A Buy