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

Digital Garage Is The Wrong Price As It (Reportedly) Dings LY's Tilt

[Japan Event] Digital Garage (4819) Is The Wrong Price

[Japan M&A] Bain/LY Show Their Cards on Kakaku.com (They're Good Cards Brent)

[Japan M&A] Likely Bain/LY Overbid for Kakaku.com - STILL Not a Done Deal

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/digital-garage-inc" target="_blank" data-smartkarma-citation="entities:13747:1" rel="noopener">Digital Garage (4819 JP)</a> is comfortably worth 50% more. Even doubling from here is achievable.</li>
<li>Preceding my comments on Digital Garage and <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com Inc (2371 JP)</a> are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>Hese relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>



Digital Garage (4819 JP) is comfortably worth 50% more. Even doubling from here is achievable.
Preceding my comments on Digital Garage and Kakaku.com Inc (2371 JP) are the current setup/unwind tables for Asia-Pacific Holdcos.
Hese relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: Stay Long Digital Garage (4819 JP)