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): The Chairman Makes An Offer

Lansen Pharma (503 HK): 27th November Scheme Vote

Quiddity Advisors

Event-Driven

Lansen Pharmaceutical Holdings Co, Ltd. / Event-Driven

Lansen Pharmaceutical Holdings Co, Ltd. (503 HK)

<div>
<p>In my short note <em><a href="https://skr.ma/prhHd" target="_blank" rel="noopener">Lansen Pharma (503 HK): This Is A Buy</a></em> on the 14 May, I recommended buying <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> when it was trading at $1.97. It's now $2.63/share.</p>
<p>Since that insight, Lansen has announced it will further sell its remaining stake in <a href="https://www.smartkarma.com/entities/zhejiang-starry-pharmaceut-a" target="_blank" data-smartkarma-citation="entities:25327:1" rel="noopener">Zhejiang Starry Pharmaceut-A (603520 CH)</a>.</p>
<p>And after getting shareholder approval at its EGM, Lansen bought back 1mn shares - paying between $2.23-$2.22/share. Shares promptly popped ~13% following news of that buyback.</p>
<p>That buyback serves to increase the chairman's stake, which is currently around 70%. </p>
<p>This huge share price run-up in the last six months still has legs. </p>
</div>
<div>
<p>More below the fold.</p>
</div>


In my short note Lansen Pharma (503 HK): This Is A Buy on the 14 May, I recommended buying Lansen Pharmaceutical Holdings Co, Ltd. (503 HK) when it was trading at $1.97. It's now $2.63/share.
Since that insight, Lansen has announced it will further sell its remaining stake in Zhejiang Starry Pharmaceut-A (603520 CH).
And after getting shareholder approval at its EGM, Lansen bought back 1mn shares - paying between $2.23-$2.22/share. Shares promptly popped ~13% following news of that buyback.
That buyback serves to increase the chairman's stake, which is currently around 70%. 
This huge share price run-up in the last six months still has legs. 


More below the fold.


Zhejiang Starry Pharmaceutical (603520 CH)

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