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

Quiddity Advisors

Event-Driven

<ul>
<li>At 0.3x price to book, PRC property play <a href="https://www.smartkarma.com/entities/tomson-group-ltd" target="_blank" data-smartkarma-citation="entities:19447:1" rel="noopener">Tomson (258 HK)</a> is cheap. </li>
<li>It is even cheaper when factoring in its net cash worth 90% of the market cap.</li>
<li>And it might continue to trade cheaply if not for the fact the controlling family recently privatised a connected company of Tomson's.</li>
</ul>


At 0.3x price to book, PRC property play Tomson (258 HK) is cheap. 
It is even cheaper when factoring in its net cash worth 90% of the market cap.
And it might continue to trade cheaply if not for the fact the controlling family recently privatised a connected company of Tomson's.


Tomson Group

Tomson Group (258 HK): The Next Rivera