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: PICC (1339 HK)'s All-Time Low Vs. PICC P&C (2328 HK)

PICC's (1339 HK) Lifetime Low Implied Stub

PICC's (1339 HK)'s Implied Stub Plumbs New Lows As Interest Rate Cuts Bite

Quiddity Advisors

Event-Driven

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<p>A double dose of StubWorld this week ...</p>
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<a href="https://www.smartkarma.com/entities/8122" target="_blank" data-smartkarma-citation="entities:8122:1" rel="noopener"></a><a href="https://www.smartkarma.com/entities/people-s-insurance-co-grou-h" target="_blank" data-smartkarma-citation="entities:362:1" rel="noopener">People's Insurance Co (PICC) (1339 HK)</a> is coming up "cheap", and potentially heading cheaper as the A-share premium declines. </div>
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<p>Preceding my comments on PICC, are the weekly setup/unwind tables for Asia-Pacific Holdcos.</p>
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<p>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%.</p>
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<p>As always, more below the fold.</p>
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A double dose of StubWorld this week ...



People's Insurance Co (PICC) (1339 HK) is coming up "cheap", and potentially heading cheaper as the A-share premium declines. 



Preceding my comments on PICC, 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%.


As always, more below the fold.



StubWorld: PICC (1339 HK) / PICC P&C (2328 HK)

People's Insurance (PICC)

StubWorld: PICC (1339 HK) / PICC P&C (2328 HK)