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

W Scope (6619): Improved and Price Is Moving

W Scope (6619): Wrong Victim of Nickel Price Surge

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/toyota-industries-corp" target="_blank" data-smartkarma-citation="entities:4500:1" rel="noopener">Toyota Industries (6201 JP)</a></strong>'s implied stub and simple ratio with 8.5%-held <strong><a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a></strong> has significantly bifurcated in the last 12 months. </li>
<li>Yet recent and forward earnings at the stub level indicate this dislocation is unjustified. </li>
<li>Toyota Industries is a set up at this current level. </li>
</ul>



Toyota Industries (6201 JP)'s implied stub and simple ratio with 8.5%-held Toyota Motor (7203 JP) has significantly bifurcated in the last 12 months. 
Yet recent and forward earnings at the stub level indicate this dislocation is unjustified. 
Toyota Industries is a set up at this current level. 


Toyota Industries Back To Covid Lows Vs. Toyota Motors