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

OneConnect (6638 HK/OCFT US): 28th October Vote On Ping An's Offer

OneConnect Financial (6638 HK/OCFT US): Ping An Firms Offer @ HK$2.068/Share

OneConnect Financial (6638 HK/OCFT US): Ping An's Fair NBIO

Quiddity Advisors

Event-Driven

Oneconnect Financial Technology / Event-Driven

Oneconnect Financial Technology (6638 HK)

<ul>
<li>On the 15th May, dual-listed <a href="https://www.smartkarma.com/entities/oneconnect-financial-technology-co-ltd-2e580cf8-6a65-4148-ac1e-f9a8a167856a" target="_blank" data-smartkarma-citation="entities:36656:1" rel="noopener">Oneconnect (6638 HK/OFT US)</a>, a digital retail banking/commercial banking/digital insurance play, announced a firm Scheme Offer from Ping An, OneConnect's controlling shareholder.</li>
<li>Ping An is offering HK$2.068/share, or US$7.98/ADS, a 72.33% premium to last close, and a 131.66% premium to the 30-day average. Net cash is, however,  ~HK$1.83/share. The price is final.
</li>
<li>SAMR has now signed off on the deal, satisfying the pre-condition. We await directions from the Cayman court on timing. I'm estimating late-September payment. Should the deal get up.</li>
</ul>


On the 15th May, dual-listed Oneconnect (6638 HK/OFT US), a digital retail banking/commercial banking/digital insurance play, announced a firm Scheme Offer from Ping An, OneConnect's controlling shareholder.
Ping An is offering HK$2.068/share, or US$7.98/ADS, a 72.33% premium to last close, and a 131.66% premium to the 30-day average. Net cash is, however,  ~HK$1.83/share. The price is final.

SAMR has now signed off on the deal, satisfying the pre-condition. We await directions from the Cayman court on timing. I'm estimating late-September payment. Should the deal get up.


Canvest Environmental Protection Group (1381 HK)

Lifestyle International Holdings (1212 HK)

OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMR