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 26 years of covering Asia Pacific equities, the past 20 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

Skyworth (751 HK)'s Spin-Off & CSRC's (Possible) Stricter Rules

Skyworth (751 HK) Gives Up Spin-Off Gains. And Then Some

Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons

Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On Proration

Another Skyworth (751 HK) Partial Buyback

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/skyworth-group-limited" target="_blank" data-smartkarma-citation="entities:10941:1" rel="noopener">Skyworth Group Limited (751 HK)</a> has <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0120/2026012000750.pdf" target="_blank" rel="noopener">announced</a> an inter-conditional Scheme and concurrent listing of 70%-held Skyworth Photovoltaic on the HKEx by way of introduction. </li>
<li>Independent shareholders are offered HK$4.03/share under the Scheme, or new scrip. All shareholders will be in-specied Skyworth Photovoltaic shares with a theoretical value of HK$6.13/share. Or HK$10.16/share all-in.</li>
<li>Delisting the loss-making old school ops (TVs, set top boxes), and listing the now dominant photovoltaic ops, makes sense. Now it's just a question of timing. </li>
</ul>



Skyworth Group Limited (751 HK) has announced an inter-conditional Scheme and concurrent listing of 70%-held Skyworth Photovoltaic on the HKEx by way of introduction. 
Independent shareholders are offered HK$4.03/share under the Scheme, or new scrip. All shareholders will be in-specied Skyworth Photovoltaic shares with a theoretical value of HK$6.13/share. Or HK$10.16/share all-in.
Delisting the loss-making old school ops (TVs, set top boxes), and listing the now dominant photovoltaic ops, makes sense. Now it's just a question of timing. 


Skyworth (751 HK): Delisting/Spin-Off Terms Are Fair. Get Involved Here