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 Strategic's Dissentient Shareholders: The Sensible And Workable Approach

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<ul>
<li>They are rumours doing the rounds that <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> could see potential inflow from a free float upweight in the MSCI May review.</li>
<li>The inflow is reportedly predicated on a reassessment of the 59% stake held in Matheson by the privatised <strong><a href="https://www.smartkarma.com/entities/jardine-strategic-holdings-ltd" target="_blank" data-smartkarma-citation="entities:15081:1" rel="noopener">Jardine Strategic Holdings (JS SP)</a></strong>, that was subsequently cancelled in May 2022.</li>
<li>Elsewhere, Matheson's NAV discount is toward the wide end of its one-year range. </li>
</ul>


They are rumours doing the rounds that Jardine Matheson Holdings (JM SP) could see potential inflow from a free float upweight in the MSCI May review.
The inflow is reportedly predicated on a reassessment of the 59% stake held in Matheson by the privatised Jardine Strategic Holdings (JS SP), that was subsequently cancelled in May 2022.
Elsewhere, Matheson's NAV discount is toward the wide end of its one-year range. 


Shandong Xinjufeng Technology Packaging (301296 CH)

Jardine Matheson Holdings

Jardine Matheson: MSCI Upweight Musings