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

HKBN (1310 HK): CA Approval (All But) Done. NDRC & MoC Still Outstanding

HKBN (1310 HK): China Mobile's "Fair" Tendering Offer

HKBN (1310 HK): MBK Ups Stake Via VLN Conversion

HKBN (1310 HK): China Mobile Comes Knocking. Again.

Quiddity Advisors

Event-Driven

<ul>
<li>Back in December, <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a> made a pre-conditional HK$5.23/share voluntary Offer for <a href="https://www.smartkarma.com/entities/hkbn-ltd" target="_blank" data-smartkarma-citation="entities:289:1" rel="noopener">HKBN  (1310 HK)</a>. The wild card is whether I Squared launches a counter-proposal.</li>
<li>This transaction has no shortage of intriguing developments. Last month, MBK mysteriously converted its VLNs. Now TPG has entered into an SPA with Mobile to sell its 15.46% stake.</li>
<li>
IF I Squared were to make a counter-proposal, I doubt it would secure the necessary regulatory approvals. Evidently TPG is not waiting around to find out.</li>
</ul>


Back in December, China Mobile (941 HK) made a pre-conditional HK$5.23/share voluntary Offer for HKBN  (1310 HK). The wild card is whether I Squared launches a counter-proposal.
This transaction has no shortage of intriguing developments. Last month, MBK mysteriously converted its VLNs. Now TPG has entered into an SPA with Mobile to sell its 15.46% stake.

IF I Squared were to make a counter-proposal, I doubt it would secure the necessary regulatory approvals. Evidently TPG is not waiting around to find out.


HKBN Ltd

HKBN (1310 HK): TPG Cashes In Early