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

Shanghai/​​​​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (18 November 2022)

Shanghai/​​​​​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (25 November 2022)

Shanghai/​​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (3 November 2022)

Shanghai/​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (28 October 2022)

Shanghai/​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (21 October 2022)

Quiddity Advisors

Event-Driven

Shanghai Fosun Pharmaceutical (Group) / Event-Driven

Shanghai Fosun Pharmaceutical (Group) (2196 HK)

<ul>
<li>Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry</li>
<li>Overall, the net inflow over the past week was ~HK$4.1bn, split (+HK$1.7bn) for Shanghai and (+HK$2.4bn) for Shenzhen.</li>
<li>The largest inflows were in <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> and <a href="https://www.smartkarma.com/entities/wuxi-apptec" target="_blank" data-smartkarma-citation="entities:23679:1" rel="noopener">Wuxi Biologics (2269 HK)</a>. The largest outflows were in<a href="https://www.smartkarma.com/entities/koolearn-technology-holding" target="_blank" data-smartkarma-citation="entities:27796:1" rel="noopener">Koolearn (1797 HK)</a>and <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry
Overall, the net inflow over the past week was ~HK$4.1bn, split (+HK$1.7bn) for Shanghai and (+HK$2.4bn) for Shenzhen.
The largest inflows were in Tencent (700 HK) and Wuxi Biologics (2269 HK). The largest outflows were inKoolearn (1797 HK)and China Mobile (941 HK).


Chongqing Rural Commercial Bank (3618 HK)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Shanghai/​​​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (11 November 2022)

Shanghai Fosun Pharmaceutical (Group)

Shanghai/​​​​​​​​​​​​​​​​​​​​Shenzhen Southbound Connect: Weekly Moves (11 November 2022)

Shanghai/Shenzhen Southbound Connect: Weekly Moves (11 November 2022)