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

New World Dev (17 HK)'s Shanghai-Listed REIT Is A Drop In The Bucket

Town Planning Board's Rezoning Rejection Is The Right Call

NWD (17 HK): The Strings Attached To Latest Debt Financing

Quiddity Advisors

Event-Driven

<ul>
<li>I don't deliberately set out to knock <strong><a href="https://www.smartkarma.com/entities/new-world-development-co-ltd" target="_blank" data-smartkarma-citation="entities:7037:1" rel="noopener">New World Development (17 HK)</a></strong>; just that the newsflow/headlines speak volumes.</li>
<li>Apparently, after months of negotiation, Blackstone has walked away from a proposed tie-up with NWD. Reportedly other investors are still in the mix. </li>
<li>Any bailout, should one occur, which has been rumoured for, like, forever, is potentially less dilutive at today's share price. It'd still be a bold move to load up here.</li>
</ul>


I don't deliberately set out to knock New World Development (17 HK); just that the newsflow/headlines speak volumes.
Apparently, after months of negotiation, Blackstone has walked away from a proposed tie-up with NWD. Reportedly other investors are still in the mix. 
Any bailout, should one occur, which has been rumoured for, like, forever, is potentially less dilutive at today's share price. It'd still be a bold move to load up here.


New World Development

NWD (17 HK): Edging Towards A Bailout