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

Japfa Ltd: Trading Cheap After AustAsia In-Specie Distribution

Quiddity Advisors

Event-Driven

<ul>
<li>Back in December 2022, agri-food play <a href="https://www.smartkarma.com/entities/japfa-ltd" target="_blank" data-smartkarma-citation="entities:15597:1" rel="noopener">Japfa Ltd (JAP SP)</a> spun-off its 62.5% stake in <a href="https://www.smartkarma.com/entities/austasia-group-ltd" target="_blank" data-smartkarma-citation="entities:36655:1" rel="noopener">AustAsia Group (2425 HK)</a>, as discussed in <a href="https://skr.ma/qAzLD" target="_blank" rel="noopener">Japfa Ltd: Trading Cheap After AustAsia In-Specie Distribution</a> 
</li>
<li>Last Friday, Bloomberg reported its key shareholder, Renaldo Santosa and his family, who collectively control ~75.5%, are considering taking Japfa private.</li>
<li>The family <a href="https://links.sgx.com/FileOpen/20240311%20Japfa%20Ltd%20Holding%20announcement.ashx?App=Announcement&amp;FileID=791556" target="_blank" rel="noopener">acknowledges</a> it has been approached by various financiers, investment banks, but nothing definitive has emerged. Still, Japfa is worth a revisit.</li>
</ul>


Back in December 2022, agri-food play Japfa Ltd (JAP SP) spun-off its 62.5% stake in AustAsia Group (2425 HK), as discussed in Japfa Ltd: Trading Cheap After AustAsia In-Specie Distribution 

Last Friday, Bloomberg reported its key shareholder, Renaldo Santosa and his family, who collectively control ~75.5%, are considering taking Japfa private.
The family acknowledges it has been approached by various financiers, investment banks, but nothing definitive has emerged. Still, Japfa is worth a revisit.


Japfa (JAP SP): Impressive Gain. But No Firm Offer