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

Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA

StubWorld: Naspers At A Look-Through Discount Of 52%

Quiddity Advisors

Event-Driven

This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets, in the midst of the recent correction in markets.
This insight covers Japan and Korea.
The results, as always, are interesting, with some baskets clearly outperforming others. If you take the view that more liquid parents vis-à-vis less liquid subs will either underperform or outperform during these unprecedented times, the answer is not always clear cut, from one country to the next. 
As always, there is more below the fold.

This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets, in the midst of the recent correction in markets.
This insight covers Japan and Korea.
The results, as always, are interesting, with some baskets clearly outperforming others. If you take the view that more liquid parents vis-à-vis less liquid subs will either underperform or outperform during these unprecedented times, the answer is not always clear cut, from one country to the next. 
As always, there is more below the fold.

Hyundai Home Shopping Network (057050 KS)

Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea

OBIC Co Ltd

Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea