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 26 years of covering Asia Pacific equities, the past 20 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

Something Is Seriously Amiss As Shares In KFM Kingdom Are Now Suspended

More Contractor Craziness. The HKEx Needs To Open An Investigation

WK Group (2535 HK): Second Contractor Suspended Pursuant To Takeovers Code

Superland (368 HK) Suspended: MBO (Takeunder) Expected

Quiddity Advisors

Event-Driven

<ul>
<li>Construction subcontractor <a href="https://www.smartkarma.com/entities/lotus-horizon-holdings-limited" target="_blank" data-smartkarma-citation="entities:49193:1" rel="noopener">Lotus Horizon (6063 HK)</a> is <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0903/2026090300013.pdf" target="_blank" rel="noopener">suspended</a> pursuant to the Hong Kong Code on Takeovers and Mergers.</li>
<li>I expect Lotus will follow in <a href="https://www.smartkarma.com/entities/wk-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:49355:1" rel="noopener">WK Group (2535 HK)</a> and <a href="https://www.smartkarma.com/entities/superland-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:55388:1" rel="noopener">Superland Group Holdings (368 HK)</a>'s footsteps, whereby the controlling family exits, triggering an unconditional takeunder. </li>
<li>Loss-Making Lotus is a total bubble stock, up 457% since Feb , 750%+ in 12 months, and trading at 20x P/B. Are shell companies and reverse takeovers making a comeback?
</li>
</ul>


Construction subcontractor Lotus Horizon (6063 HK) is suspended pursuant to the Hong Kong Code on Takeovers and Mergers.
I expect Lotus will follow in WK Group (2535 HK) and Superland Group Holdings (368 HK)'s footsteps, whereby the controlling family exits, triggering an unconditional takeunder. 
Loss-Making Lotus is a total bubble stock, up 457% since Feb , 750%+ in 12 months, and trading at 20x P/B. Are shell companies and reverse takeovers making a comeback?



Lotus (6063 HK) Is A Bubble Stock. Expect An Unconditional Takeunder