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

Suzuki – MSIL In The Driver’s Seat Again

Suzuki (7269 JT) | Way Too Cheap Ahead of 2Q Earnings – India’s Maruti (MSIL IN) Shows the Way

Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE

Suzuki's All-Time Low Stub As Maruti Faces Electric Vehicle Crossroad

Suzuki Motor – Weaker Results but Better than Consensus

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/suzuki-motor-corp" target="_blank" data-smartkarma-citation="entities:732:1" rel="noopener"><strong>Suzuki Motor (7269 JP)</strong></a>'s implied stub and simple ratio (Suzuki/ <strong><a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a></strong>) are currently at all-time lows.</li>
<li>This bifurcation has become endemic in the relative value space, especially in Japan. </li>
<li>Maruti is trading rich amid its ongoing support for hybrid vehicles. That scenario won't play out well. </li>
</ul>



Suzuki Motor (7269 JP)'s implied stub and simple ratio (Suzuki/ Maruti Suzuki India (MSIL IN)) are currently at all-time lows.
This bifurcation has become endemic in the relative value space, especially in Japan. 
Maruti is trading rich amid its ongoing support for hybrid vehicles. That scenario won't play out well. 


Suzuki’s NAV Discount And Implied Stub Plumb New Lows. Again