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 22 years of covering Asia Pacific equities, the past 19 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

Fengxiang (9977 HK): PAG Invites Dissent After Scrapping Scrip Alternative

Fengxiang (9977 HK): Pre-Cons Done. Possible Payment Mid-September

Quiddity Advisors

Event-Driven

<ul>
<li>After the Offeror for <strong><a href="https://www.smartkarma.com/entities/shandong-fengxiang-co-ltd-h" target="_blank" data-smartkarma-citation="entities:29164:1" rel="noopener">Shandong Fengxiang (9977 HK)</a></strong> fulfilled pre-cons on the 3rd July, <strong>the Composite was <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0704/2025070401701.pdf" target="_blank" rel="noopener">dispatched</a></strong> on the 4th July (but dated 5th July). </li>
<li>The EGM/H-share class meeting will take place on the 24th July. Settlement should be on ore around the 11th August, well ahead of my prior estimate.</li>
<li>Trading at a gross/annualised spread off 4.2%/49.6%. Get involved if illiquid arbs are your bag.</li>
</ul>


After the Offeror for Shandong Fengxiang (9977 HK) fulfilled pre-cons on the 3rd July, the Composite was dispatched on the 4th July (but dated 5th July). 
The EGM/H-share class meeting will take place on the 24th July. Settlement should be on ore around the 11th August, well ahead of my prior estimate.
Trading at a gross/annualised spread off 4.2%/49.6%. Get involved if illiquid arbs are your bag.


Huisheng International Holdings (1340 HK)

Fengxiang (9977 HK): Composite Doc Out. 24th July H-Class Meeting