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

2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To Take The Stock

Quiddity Advisors

Event-Driven

Ping An Healthcare and Technology / Event-Driven

Ping An Healthcare and Technology (1833 HK)

<ul>
<li>Back on the 14th November, <a href="https://www.smartkarma.com/entities/ping-an-healthcare-and-technology-company-limited" target="_blank" data-smartkarma-citation="entities:27008:1" rel="noopener"><strong>Ping An Healthcare and Technology (1833 HK</strong>)</a> (PA Gooddoctor announced a change in use of proceeds, including the payment of a punchy HK$9.70/share special dividend.</li>
<li>A scrip option was concurrently afforded. The results of that scrip election have now been <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0107/2025010701638.pdf" target="_blank" rel="noopener">announced</a>, the completion of which, triggers an unconditional MGO from <strong><a href="https://www.smartkarma.com/entities/ping-an-insurance-group-co-of-c2975d60-47cd-4246-a7a6-25297586242b" target="_blank" data-smartkarma-citation="entities:24682:1" rel="noopener">Ping An Insurance  (601318 CH)</a></strong>.</li>
<li>The MGO price is HK$6.12/share, a price made public last month. For those investors trading the event and who bought PA Gooddoctor cum dividend, it has worked out well.</li>
</ul>


Back on the 14th November, Ping An Healthcare and Technology (1833 HK) (PA Gooddoctor announced a change in use of proceeds, including the payment of a punchy HK$9.70/share special dividend.
A scrip option was concurrently afforded. The results of that scrip election have now been announced, the completion of which, triggers an unconditional MGO from Ping An Insurance  (601318 CH).
The MGO price is HK$6.12/share, a price made public last month. For those investors trading the event and who bought PA Gooddoctor cum dividend, it has worked out well.


Canvest Environmental Protection Group (1381 HK)

PA Gooddoctor (1833 HK)'s Unconditional MGO