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

What's Up (& Up) With Shandong Hi-Speed (412 HK)?

Quiddity Advisors

Event-Driven

Shandong Hi-Speed Holdings Gro / Event-Driven

<ul>
<li>In <a href="https://www.smartkarma.com/compose/insight/203678/What's%20Up%20(&amp;%20Up)%20With%20Shandong%20Hi-Speed%20(412%20HK)" target="_blank" rel="noopener">What's Up (&amp; Up) With Shandong Hi-Speed (412 HK)?</a>, I thought <a href="https://www.smartkarma.com/entities/shandong-hi-speed-holdings-gro" target="_blank" data-smartkarma-citation="entities:10356:1" rel="noopener">Shandong Hi-Speed Holdings (412 HK)</a> was a bubble after gaining 190% in the past six months. </li>
<li>My guess was that SDHG's high shareholder concentration was still very much present, and the stock was getting (unjustly) squeezed.</li>
<li>The SFC concurred on the 18th September, and issued a concentration warning. SDHG's shares cratered 76% on the 19th September, before recovering 49%. Quite the ride. </li>
</ul>


In What's Up (&amp; Up) With Shandong Hi-Speed (412 HK)?, I thought Shandong Hi-Speed Holdings (412 HK) was a bubble after gaining 190% in the past six months. 
My guess was that SDHG's high shareholder concentration was still very much present, and the stock was getting (unjustly) squeezed.
The SFC concurred on the 18th September, and issued a concentration warning. SDHG's shares cratered 76% on the 19th September, before recovering 49%. Quite the ride. 


Shandong Hi-Speed (412 HK): Now Overshot To The Downside