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

Poon's Underpriced Takeover. Minorities Deserve Better

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/dickson-concepts-intl-ltd" target="_blank" data-smartkarma-citation="entities:5052:1" rel="noopener">Dickson Concepts Intl (113 HK)</a></strong> (DC), which is principally engaged in the sale of luxury goods business, is suspended pursuant to the Takeovers Code.</li>
<li>DC's Chairman, Dickson Poon (&amp; spouse), hold 60.5%. Super-net-cash rich DC is trading in sync with historical metrics. 1H25 (Mar Y/E) net profit dropped 40.1%. Shares are roughly flat yoy. </li>
<li>Given DC's cash hoard, taking the company private makes sense. I doubt Poon is seeking to exit his stake.</li>
</ul>



Dickson Concepts Intl (113 HK) (DC), which is principally engaged in the sale of luxury goods business, is suspended pursuant to the Takeovers Code.
DC's Chairman, Dickson Poon (&amp; spouse), hold 60.5%. Super-net-cash rich DC is trading in sync with historical metrics. 1H25 (Mar Y/E) net profit dropped 40.1%. Shares are roughly flat yoy. 
Given DC's cash hoard, taking the company private makes sense. I doubt Poon is seeking to exit his stake.


Poon Moves On Dickson Concepts (113 HK)'s Cash Hoard?