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

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

The Privatisation Of Hong Kong Godfathers

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

Quiddity Advisors

Event-Driven

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<p>This is the second of two insights which cover 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.</p>
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<p>This insight covers Hong Kong, Taiwan, and the Rest of Asia (ROA).</p>
<p>The first insight <a href="https://www.smartkarma.com/insights/holdcos-charts-amongst-the-carnage-part-1-japan-korea" target="_blank" data-smartkarma-citation="insights:37380" rel="noopener">Holdcos: Charts Amongst The Carnage. Part 1. Japan &amp; Korea</a> covered Japan and Korea.</p>
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<p>Some baskets, be they liquid, illiquid, or specific sectors, are clear out-performers. But the performance consistency of those baskets differs from one country to the next. </p>
</div>
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<p>More below the fold ...</p>
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This is the second of two insights which cover 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 Hong Kong, Taiwan, and the Rest of Asia (ROA).
The first insight Holdcos: Charts Amongst The Carnage. Part 1. Japan &amp; Korea covered Japan and Korea.


Some baskets, be they liquid, illiquid, or specific sectors, are clear out-performers. But the performance consistency of those baskets differs from one country to the next. 


More below the fold ...


Gcl Poly Energy Holdings Limited (3800 HK)

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

ASM Pacific Technology

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