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

StubWorld: Stay With Colowide (7616 JP); Bullet Dodged On Genting (GENT MK)

COLOWIDE (7616) - UGLY Register On Expensive Co Needs a Capital Construct Upgrade, Won't Get It Here

Quiddity Advisors

Event-Driven

<ul>
<li>A double of dose of StubWorld this week: restaurant group <strong><a href="https://www.smartkarma.com/entities/colowide-co-ltd" target="_blank" data-smartkarma-citation="entities:13967:1" rel="noopener">Colowide Co Ltd (7616 JP)</a></strong>'s implied stub and NAV discount are elevated; but it's not that simple.</li>
<li>Preceding my comments on Colowide are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


A double of dose of StubWorld this week: restaurant group Colowide Co Ltd (7616 JP)'s implied stub and NAV discount are elevated; but it's not that simple.
Preceding my comments on Colowide are the current setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: Colowide Appears Stretched As Problem Child ATOM Underperforms