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

True/​​DTAC: Merger Support After Court Ruling

True/​​​DTAC: Merger Support Increasingly Tenuous

True/DTAC Pop As Council Of State Rules NBTC Has No Teeth

True/DTAC: Merger Delays As NBTC Board Revamped

True/​DTAC Merger: Shareholder Meetings, IFA Opinion, & Expected Timetable

Quiddity Advisors

Event-Driven

<ul>
<li>According to the National Broadcasting and Telecommunications Commission, the merger of <strong><a href="https://www.smartkarma.com/entities/true-corp-pcl" target="_blank" data-smartkarma-citation="entities:8:1" rel="noopener">True (TRUE TB)</a></strong> and <strong><a href="https://www.smartkarma.com/entities/total-access-communication" target="_blank" data-smartkarma-citation="entities:948:1" rel="noopener">Total Access Communication (DTAC TB)</a></strong> could reduce Thailand’s GDP growth by between 0.05% and 1.99%.</li>
<li>That figure is dependent on the level of collusion after the merger takes place.</li>
<li>The study faced pushback due to a lack of data from other competing telco companies, and over-the-top players.</li>
</ul>


According to the National Broadcasting and Telecommunications Commission, the merger of True (TRUE TB) and Total Access Communication (DTAC TB) could reduce Thailand’s GDP growth by between 0.05% and 1.99%.
That figure is dependent on the level of collusion after the merger takes place.
The study faced pushback due to a lack of data from other competing telco companies, and over-the-top players.


True/​DTAC: NBTC Sees Merger Crimping GDP Growth

True Corp Pcl

True/DTAC: NBTC Sees Merger Crimping GDP Growth

True Corp Pcl

True/​DTAC: NBTC Sees Merger Crimping GDP Growth

True/DTAC: NBTC Sees Merger Crimping GDP Growth