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

Tactical Trading -Sun Hung Kai Properties 16.HK - Waiting for the Pendulum to Swing Back

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (June 2026)

StubWorld: Troubling Signs For NWD (17 HK)

Quiddity Advisors

Equity Bottom-Up

Sun Hung Kai Properties / Equity Bottom-Up

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/sun-hung-kai-properties-ltd" target="_blank" data-smartkarma-citation="entities:111:1" rel="noopener">Sun Hung Kai Properties (16 HK)</a></strong>, Hong Kong's top property dog, announced 2026 interim net profit of HK$10.2bn, a 36.2% year-on-year increase. </li>
<li>The bottom line benefit from a reduction in fair-value changes in investment properties; and material decreases in selling/marketing, and finance expenses. Gross margins declined to 30.4% from 38.8% in 1H25. </li>
<li>SHK is up an impressive 44% YTD. Forward P/B of 0.63x is in line with its five-year average <em>preceding</em> Covid. Metrics look full.</li>
</ul>



Sun Hung Kai Properties (16 HK), Hong Kong's top property dog, announced 2026 interim net profit of HK$10.2bn, a 36.2% year-on-year increase. 
The bottom line benefit from a reduction in fair-value changes in investment properties; and material decreases in selling/marketing, and finance expenses. Gross margins declined to 30.4% from 38.8% in 1H25. 
SHK is up an impressive 44% YTD. Forward P/B of 0.63x is in line with its five-year average preceding Covid. Metrics look full.


On Sun Hung Kai (16 HK)'s Interim Results