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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Quiddity Advisors

Event-Driven

Relatively speaking, <a href="https://www.smartkarma.com/entities/5290" target="_blank" data-smartkarma-citation="entities:5290:1">Guoco Group Ltd (53 HK)</a>'s shares displayed signs of life in the past week, posting a 3% gain mid-week, before handing back ~1.5%.Guoco has thrice been the subject of offers over the past 16 years, the last one lapsing in May 2013. There are few arguments for maintaining Guoco’s listing – it’s illiquid and has never undertaken any corporate action. And despite a straightforward holdco structure, it’s cheap – a detail not lost on the Quek family’s repeated attempts to take the stock private or increase its percentage exposure.NAV, past offers and shareholder thoughts – all below the fold

Relatively speaking, Guoco Group Ltd (53 HK)'s shares displayed signs of life in the past week, posting a 3% gain mid-week, before handing back ~1.5%.Guoco has thrice been the subject of offers over the past 16 years, the last one lapsing in May 2013. There are few arguments for maintaining Guoco’s listing – it’s illiquid and has never undertaken any corporate action. And despite a straightforward holdco structure, it’s cheap – a detail not lost on the Quek family’s repeated attempts to take the stock private or increase its percentage exposure.NAV, past offers and shareholder thoughts – all below the fold

Guoco Group Ltd

Guoco - All in the Family