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

StubWorld: Toyota Industries, Macau Gaming Plays

StubWorld: WH Group (288 HK) Still Trading Rich To Shuanghui And Smithfield

WH Group (288 HK) Is Stretched As Smithfield Mulls IPO Price Reduction

StubWorld: WH Group (288 HK) IPOs Smithfield (SFD US). Now What?

WH Group (288 HK): Smithfield's IPO Doc Now Out

Quiddity Advisors

Event-Driven

<ul>
<li>13 months since <strong><a href="https://www.smartkarma.com/entities/smithfield-foods-inc" target="_blank" data-smartkarma-citation="entities:44251:1" rel="noopener">Smithfield Foods (SFD US)</a></strong> was IPO'ed, <strong><a href="https://www.smartkarma.com/entities/wh-group-ltd" target="_blank" data-smartkarma-citation="entities:13200:1" rel="noopener">WH Group (288 HK)</a></strong> is currently trading around its highest implied stub, and narrowest NAV discount, inside a year</li>
<li>Preceding my comments on the WH Group 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>


13 months since Smithfield Foods (SFD US) was IPO'ed, WH Group (288 HK) is currently trading around its highest implied stub, and narrowest NAV discount, inside a year
Preceding my comments on the WH Group 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%.


Henan Shuanghui Investment & Development (000895 CH)

StubWorld: WH Group (288 HK) Trading Rich To Shuanghui And Smithfield