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

Lansen Pharma (503 HK): This Is Still A Buy

Lansen Pharma (503 HK): The Chairman Makes An Offer

Quiddity Advisors

Event-Driven

Lansen Pharmaceutical Holdings Co, Ltd. / Event-Driven

Lansen Pharmaceutical Holdings Co, Ltd. (503 HK)

Net cash to the tune of 85% of market cap - check.
The company has been exiting out of a PRC-listed entity, increasing its cash pile - check.
The chairman privatised a UK-listed entity earlier this year, which in turn, is the controlling shareholder of the company - check.
Said chairman has been aggressively increasing his stake, and is now just shy of 70%, up from ~53% in December last year - check.
The company is <a href="https://www.smartkarma.com/entities/lansen-pharmaceutical-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:10835:1" rel="noopener">Lansen Pharmaceutical Holdings Co, Ltd. (503 HK)</a>. It's not large, nor liquid. But it's cheap, and a likely privatisation play.
More below the fold.

Net cash to the tune of 85% of market cap - check.
The company has been exiting out of a PRC-listed entity, increasing its cash pile - check.
The chairman privatised a UK-listed entity earlier this year, which in turn, is the controlling shareholder of the company - check.
Said chairman has been aggressively increasing his stake, and is now just shy of 70%, up from ~53% in December last year - check.
The company is Lansen Pharmaceutical Holdings Co, Ltd. (503 HK). It's not large, nor liquid. But it's cheap, and a likely privatisation play.
More below the fold.

Zhejiang Starry Pharmaceutical (603520 CH)

Lansen Pharmaceutical Holdings Co, Ltd.

Lansen Pharma (503 HK): This Is A Buy