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

Jardine Matheson (JML SP): Additional Office Recycling Speculated

Jardine Matheson's Underperformance Post Mandarin Offer

Mandarin Oriental (MAND SP): Matheson's Full Offer

Hongkong Land (HKL SP) Recycles Nine Floors Of One Exchange Square

Quiddity Advisors

Equity Bottom-Up

Jardine Matheson Holdings / Equity Bottom-Up

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/jardine-matheson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:19718:1" rel="noopener">Jardine Matheson Holdings (JM SP)</a></strong> is up ~10% this week and ~30% YTD. 53.3%-held <strong><a href="https://www.smartkarma.com/entities/hongkong-land-holdings-ltd" target="_blank" data-smartkarma-citation="entities:15465:1" rel="noopener">Hongkong Land (HKL SP)</a></strong>, JMH's largest holding, is up 41% YTD and 85% over the year. </li>
<li>HKL has been on a tear since CEO Michael Smith started on the 1st April 2024, as HKL focused on capital allocation and portfolio management - read deleveraging.</li>
<li>The recent appointment of PAG's Lincoln Pan at the helm of JMH, has the street upbeat he will bring about similar positive developments. That's not unreasonable.</li>
</ul>



Jardine Matheson Holdings (JM SP) is up ~10% this week and ~30% YTD. 53.3%-held Hongkong Land (HKL SP), JMH's largest holding, is up 41% YTD and 85% over the year. 
HKL has been on a tear since CEO Michael Smith started on the 1st April 2024, as HKL focused on capital allocation and portfolio management - read deleveraging.
The recent appointment of PAG's Lincoln Pan at the helm of JMH, has the street upbeat he will bring about similar positive developments. That's not unreasonable.


Mandarin Oriental International (MAND SP)

Jardine Matheson (JM SP) On A Roll As The Street Turns (More) Positive