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

The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?

SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti

Quiddity Advisors

Equity Bottom-Up

Singtel (Singapore Telecommunications) / Equity Bottom-Up

Singtel (Singapore Telecommunications) (ST SP)

<ul>
<li>S&amp;P revises its outlook for <strong><a href="https://www.smartkarma.com/entities/singapore-telecommunications" target="_blank" data-smartkarma-citation="entities:20:1" rel="noopener">Singtel (ST SP)</a></strong> following a series of divestments. </li>
<li>Preceding my comments on Singtel 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>


S&amp;P revises its outlook for Singtel (ST SP) following a series of divestments. 
Preceding my comments on Singtel 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: Singtel Coming Up "Cheap" As Divestments Continue Apace