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

Hainan Meilan Intl Airport (357 HK): Hainan SASAC's Left/Right Pocket MGO

Hainan Meilan's (357 HK)'s Arbitration Case Is Not Without Merit

Meilan Airport (357 HK): Positive on The Only China Airport Trading Below Book Value

Quiddity Advisors

Event-Driven

Hainan Meilan International Airport / Event-Driven

Hainan Meilan International Airport (357 HK)

<ul>
<li>Back on the 30th April 2025, <strong><a href="https://www.smartkarma.com/entities/hainan-meilan-international-airport-company-limited" target="_blank" data-smartkarma-citation="entities:12545:1" rel="noopener">Hainan Meilan International Airport (357 HK)</a> ("Meilan Airport") </strong><a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0430/2025043004181.pdf" target="_blank" rel="noopener">announced</a> a potential change of control, via its domestic shares.</li>
<li>In principle, this situation involves the re-arrangement of Meilan Airport shares under the same ultimate beneficiary. Nevertheless, the share transfer will trigger an unconditional MGO at HK$10.62/share. </li>
<li>Yesterday, H-class shareholders <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/1106/2025110601740.pdf" target="_blank" rel="noopener">approved</a> a "Special Deal" at an EGM. And the share price closed above terms. That vote has nothing to do with the share transfer. Perhaps ...</li>
</ul>


Back on the 30th April 2025, Hainan Meilan International Airport (357 HK) ("Meilan Airport") announced a potential change of control, via its domestic shares.
In principle, this situation involves the re-arrangement of Meilan Airport shares under the same ultimate beneficiary. Nevertheless, the share transfer will trigger an unconditional MGO at HK$10.62/share. 
Yesterday, H-class shareholders approved a "Special Deal" at an EGM. And the share price closed above terms. That vote has nothing to do with the share transfer. Perhaps ...


Hainan Airport Infrastructure (600515 CH)

Meilan Airport (357 HK)'s Special Deal And Tardy MGO