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

Hang Lung (10 HK) Is Still Inexpensive. Lack Of Liquidity Not Helping

Hang Lung Group: Thoughts On HLP's Scrip Dividend

Hang Lung Group: Ronnie Makes Way For Adriel

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://skr.ma/SRsXc" target="_blank" rel="noopener">StubWorld: GMO Internet (4784) Remains An Avoid. Get Involved With GMO Internet Group (9449 JP)</a> flagged <a href="https://www.smartkarma.com/entities/hang-lung-group-ltd" target="_blank" data-smartkarma-citation="entities:50:1" rel="noopener">Hang Lung (10 HK)</a> as coming up "expensive" to <a href="https://www.smartkarma.com/entities/hang-lung-properties-ltd" target="_blank" data-smartkarma-citation="entities:49:1" rel="noopener">Hang Lung Properties (101 HK)</a>.</li>
<li>Back in January 2024 HLP offered a scrip dividend option, and HLG has taken full advantage, increasing its stake by 4%.</li>
<li>As HLG adds more HLP, long-term deep value play Dodge &amp; Cox gradually sells HLG. That makes things interesting. And HLG's P/B is inexpensive.</li>
</ul>



StubWorld: GMO Internet (4784) Remains An Avoid. Get Involved With GMO Internet Group (9449 JP) flagged Hang Lung (10 HK) as coming up "expensive" to Hang Lung Properties (101 HK).
Back in January 2024 HLP offered a scrip dividend option, and HLG has taken full advantage, increasing its stake by 4%.
As HLG adds more HLP, long-term deep value play Dodge &amp; Cox gradually sells HLG. That makes things interesting. And HLG's P/B is inexpensive.


Langham Hospitality Investments (1270 HK)

Hang Lung (10 HK) Is Inexpensive As Dodge & Cox Sells (A Little)