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) Gives Up Spin-Off Gains. And Then Some

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

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

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

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 20th January, <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>  <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>I discussed the deal in <a href="https://skr.ma/C34xF" target="_blank" rel="noopener">Skyworth (751 HK): Delisting/Spin-Off Terms Are Fair. Get Involved</a>. Terms appeared fair. Just a question on how best to hedge the transaction. </li>
<li>On the afternoon of the 23rd Jan, media reports surfaced that CSRC will (reportedly) tighten rules for firms to list in Hong Kong. Nothing definitive, but still worth a discussion.</li>
</ul>


Back on the 20th January, Skyworth Group Limited (751 HK)  announced an inter-conditional Scheme and concurrent listing of 70%-held Skyworth Photovoltaic on the HKEx, by way of introduction.
I discussed the deal in Skyworth (751 HK): Delisting/Spin-Off Terms Are Fair. Get Involved. Terms appeared fair. Just a question on how best to hedge the transaction. 
On the afternoon of the 23rd Jan, media reports surfaced that CSRC will (reportedly) tighten rules for firms to list in Hong Kong. Nothing definitive, but still worth a discussion.


Contemporary Amperex Technology (3750 HK)

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