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

ESR (1821 HK): Pre-Cons Done. Scheme Doc By 22nd May

ESR (1821 HK): 13th June Vote On Starwood/Warburg's Offer

ESR (1821 HK): A Shareholder Register Look-Through

(Mostly) Asia-Pac M&A: Topcon, Jinke Smart Services, Dropsuite, Domain, Jamco, Shin Kong, Dada Nexus

(Mostly) Asia M&A, Mar 2025 Wrap: ENN Energy, Gold Road, Spartan, Aeon Delight, Sinarmas, Topcon

Quiddity Advisors

Event-Driven

<ul>
<li>In <a href="https://skr.ma/zuiVA" target="_blank" rel="noopener">Aussie Arbs: Trump Tariffs And MACs</a>, I ran a ruler over the fifteen live deals Down Under, and how they may be affected by the Trump Tariffs.</li>
<li>This insight canvasses the ongoing Hong Kong arbs and wording surrounding material adverse changes (MACs). Hong Kong MACs are typically less onerous, and lack specificity, versus Aussie arbs.</li>
<li>Although the framework exists for an Offeror to enforce a MAC, I'm not aware of any evidence of this occurring under Hong Kong's Takeovers Code.</li>
</ul>


In Aussie Arbs: Trump Tariffs And MACs, I ran a ruler over the fifteen live deals Down Under, and how they may be affected by the Trump Tariffs.
This insight canvasses the ongoing Hong Kong arbs and wording surrounding material adverse changes (MACs). Hong Kong MACs are typically less onerous, and lack specificity, versus Aussie arbs.
Although the framework exists for an Offeror to enforce a MAC, I'm not aware of any evidence of this occurring under Hong Kong's Takeovers Code.


Canvest Environmental Protection Group (1381 HK)

Oneconnect Financial Technology (6638 HK)

Hong Kong Arbs: (Largely) Immune From Trump Tariffs

ESR Group

Hong Kong Arbs: (Largely) Immune From Trump Tariffs