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

GJS/Haitong Merger: One Formality Reg To Go

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

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

Haitong Unitrust International Financial Leasing / Event-Driven

Haitong Unitrust International Financial Leasing (1905 HK)

Haitong Unitrust International Financial Leasing

<ul>
<li>PRC-Focused financial leasing play <a href="https://www.smartkarma.com/entities/haitong-unitrust-international-financial-leasing-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:28044:1" rel="noopener">Haitong Unitrust International Financial Leasing (1905 HK)</a>  (HUIFL) is suspended pursuant to Hong Kong Code on Takeovers and Mergers. </li>
<li>Expect a privatisation Offer from <a href="https://www.smartkarma.com/entities/guotai-haitong-securities-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:23752:1" rel="noopener">Guotai Haitong Securities (2611 HK)</a>, currently holding an 85% stake. Guotai Haitong is presently in the midst of taking <a href="https://www.smartkarma.com/entities/guotai-junan-international-holdings-limited" target="_blank" data-smartkarma-citation="entities:13438:1" rel="noopener">Guotai Junan International (1788 HK)</a> private.</li>
<li>As HUIFL is PRC-incorporated, this Offer may be structured as a Merger by Absorption, involving a Scheme-like vote for independent H-shareholders. There may, or may not be, a tendering condition.</li>
</ul>


PRC-Focused financial leasing play Haitong Unitrust International Financial Leasing (1905 HK)  (HUIFL) is suspended pursuant to Hong Kong Code on Takeovers and Mergers. 
Expect a privatisation Offer from Guotai Haitong Securities (2611 HK), currently holding an 85% stake. Guotai Haitong is presently in the midst of taking Guotai Junan International (1788 HK) private.
As HUIFL is PRC-incorporated, this Offer may be structured as a Merger by Absorption, involving a Scheme-like vote for independent H-shareholders. There may, or may not be, a tendering condition.


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