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

Quiddity Advisors

Event-Driven

<ul>
<li>A double-dose of StubWorld today: <strong><a href="https://www.smartkarma.com/entities/mitsubishi-chemical-holdings" target="_blank" data-smartkarma-citation="entities:12781:1" rel="noopener">Mitsubishi Chemical (4188 JP)</a></strong> (MCG) is trading rich (implied stub &amp; simple ratio) to ~51%-held <strong><a href="https://www.smartkarma.com/entities/nippon-sanso-holdings-corporation" target="_blank" data-smartkarma-citation="entities:15756:1" rel="noopener">Nippon Sanso Holdings (4091 JP)</a></strong>.</li>
<li>Preceding my comments on MCG and Nippon Sanso 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-dose of StubWorld today: Mitsubishi Chemical (4188 JP) (MCG) is trading rich (implied stub &amp; simple ratio) to ~51%-held Nippon Sanso Holdings (4091 JP).
Preceding my comments on MCG and Nippon Sanso 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: Mitsu Chem (4188 JP) Trading Rich To Nippon Sanso (4091 JP)