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: A SoftBank Set-Up Hinges Off Its All-In OpenAI Bet

SoftBank (9984 JP) Tactical Outlook After 15% Weekly Drop, Going Into August 6 Earnings Release

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/ytl-corp-bhd" target="_blank" data-smartkarma-citation="entities:8553:1" rel="noopener">YTL Corp (YTL MK)</a></strong>'s simple ratio - YTL/<strong><a href="https://www.smartkarma.com/entities/ytl-power-international-bhd" target="_blank" data-smartkarma-citation="entities:1239:1" rel="noopener">YTL Power International (YTLP MK)</a></strong> - has never been lower. The implied stub is also at a three-plus year low.</li>
<li>Preceding my comments on YTL and 52%-held YTL 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>



YTL Corp (YTL MK)'s simple ratio - YTL/YTL Power International (YTLP MK) - has never been lower. The implied stub is also at a three-plus year low.
Preceding my comments on YTL and 52%-held YTL 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: YTL Corp's All-Time Low Versus YTL Power