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

Samsonite (1910 HK): Dual-Listing Musings

Samsonite (1910 HK): Trading Cheap, Yet Tariffs Loom. And Shorts At All-Time High

Quiddity Advisors

Event-Driven

<ul>
<li>Luggage maker <strong><a href="https://www.smartkarma.com/entities/samsonite-international-sa" target="_blank" data-smartkarma-citation="entities:12790:1" rel="noopener">Samsonite (1910 HK)</a></strong> is up 11.8% today, as I type, after Bloomberg reported it is working with advisers as it studies possibilities, including going private.</li>
<li>With the reopening of China and the ongoing recovery in travel globally, Samsonite's net sales improved markedly across all regions. 1H23 profit gained 185.3% versus 1H22.</li>
<li>FY23 figures should be out in the middle of next month.</li>
</ul>


Luggage maker Samsonite (1910 HK) is up 11.8% today, as I type, after Bloomberg reported it is working with advisers as it studies possibilities, including going private.
With the reopening of China and the ongoing recovery in travel globally, Samsonite's net sales improved markedly across all regions. 1H23 profit gained 185.3% versus 1H22.
FY23 figures should be out in the middle of next month.


Samsonite

Samsonite (1910 HK): Leader Of The Pack