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

More Contractor Craziness. The HKEx Needs To Open An Investigation

WK Group (2535 HK): Second Contractor Suspended Pursuant To Takeovers Code

Superland (368 HK) Suspended: MBO (Takeunder) Expected

Lotus (6063 HK) Is A Bubble Stock. Expect An Unconditional Takeunder

Quiddity Advisors

Event-Driven

<ul>
<li>Last week,<a href="https://www.smartkarma.com/entities/lotus-horizon-holdings-limited" target="_blank" data-smartkarma-citation="entities:49193:1" rel="noopener"> Lotus Horizon (6063 HK)</a> followed in fellow-contractors <a href="https://www.smartkarma.com/entities/wk-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:49355:1" rel="noopener">WK Group (2535 HK)</a> and <a href="https://www.smartkarma.com/entities/superland-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:55388:1" rel="noopener">Superland Group Holdings (368 HK)</a>'s footsteps, whereby the controlling family exited, triggering an unconditional (massive) takeunder. </li>
<li>Now contractor <a href="https://www.smartkarma.com/entities/kfm-kingdom-holdings-ltd" target="_blank" data-smartkarma-citation="entities:10030:1" rel="noopener">KFM Kingdom (3816 HK)</a> is suspended pursuant to the Hong Kong Code on Takeovers and Mergers. Its share price is up ~700% since January.</li>
<li>Controlling shareholders exiting given protracted headwinds for Hong Kong’s private residential and commercial property markets makes sense. Less clear are these irrational price movements before a deal is struck.</li>
</ul>


Last week, Lotus Horizon (6063 HK) followed in fellow-contractors WK Group (2535 HK) and Superland Group Holdings (368 HK)'s footsteps, whereby the controlling family exited, triggering an unconditional (massive) takeunder. 
Now contractor KFM Kingdom (3816 HK) is suspended pursuant to the Hong Kong Code on Takeovers and Mergers. Its share price is up ~700% since January.
Controlling shareholders exiting given protracted headwinds for Hong Kong’s private residential and commercial property markets makes sense. Less clear are these irrational price movements before a deal is struck.


Something Is Seriously Amiss As Shares In KFM Kingdom Are Now Suspended