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

StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level

Doosan Corp: Post Demerger Price of Relativity Based on Swap Price Estimations

StubWorld: First Pacific's Discount Back To Passive Levels

StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling

StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead

Quiddity Advisors

Event-Driven

Melco International Development / Event-Driven

This week in StubWorld ...
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What catalysts are left to be extracted at <a href="https://www.smartkarma.com/entities/melco-international-development-ltd" target="_blank" data-smartkarma-citation="entities:809:1" rel="noopener">Melco International Development (200 HK)</a>'s stub level after privatising Jumbo and disposing of the Cyprus gaming ops?
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Preceding my comments on Melco are the weekly setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.

This week in StubWorld ...

What catalysts are left to be extracted at Melco International Development (200 HK)'s stub level after privatising Jumbo and disposing of the Cyprus gaming ops?

Preceding my comments on Melco are the weekly setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.

StubWorld: Further Narrowing in Melco’s NAV Discount Unjustified