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

Haitong Unitrust (1905 HK) Halted: Guotai Haitong Takeover Expected

Guotai Junan (1788 HK): Get Involved Here

Musings On Guotai Haitong (601211 CH)'s Expected Offer For Guotai Junan (1788 HK)

Quiddity Advisors

Event-Driven

Guotai Junan International / Event-Driven

<ul>
<li>On 7th August,  <strong><a href="https://www.smartkarma.com/entities/guotai-haitong-securities-co-ltd" target="_blank" data-smartkarma-citation="entities:22740:1" rel="noopener">Guotai Haitong Securities (601211 CH)</a></strong> pitched a pre-conditional (SASAC/NDRC) Scheme for <strong><a href="https://www.smartkarma.com/entities/guotai-junan-international-holdings-limited" target="_blank" data-smartkarma-citation="entities:13438:1" rel="noopener">Guotai Junan (1788 HK)</a></strong> at HK$3/share, a 44.2% premium to last closes. Terms declared final.</li>
<li>The pre-con long stop date is the 31st October - uncommonly nimble. This could (should) be wrapped up before year-end. Clean deal.</li>
<li>A perusal of the s329 investigative reports provides a clearer picture on who holds what. Not that I expect the vote to be a cause for concern.</li>
</ul>


On 7th August,  Guotai Haitong Securities (601211 CH) pitched a pre-conditional (SASAC/NDRC) Scheme for Guotai Junan (1788 HK) at HK$3/share, a 44.2% premium to last closes. Terms declared final.
The pre-con long stop date is the 31st October - uncommonly nimble. This could (should) be wrapped up before year-end. Clean deal.
A perusal of the s329 investigative reports provides a clearer picture on who holds what. Not that I expect the vote to be a cause for concern.


Guotai Junan (1788 HK): A Closer Look At The Shareholder Register