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

Quiddity Advisors

Event-Driven

<ul>
<li>Aussie/Singapore telco play <a href="https://www.smartkarma.com/entities/tuas-ltd" target="_blank" data-smartkarma-citation="entities:30985:1" rel="noopener">Tuas (TUA AU)</a> is down 55% (63% at one point) after Singapore's telco regulator Infocomm Media Development Authority (IMDA) said Tuas may have been using unapproved spectrum. </li>
<li>Concurrently, IMDA halted its assessment of the proposed consolidation between <a href="https://www.smartkarma.com/entities/keppel-ltd" target="_blank" data-smartkarma-citation="entities:12:1" rel="noopener">Keppel (KEP SP)</a>'s M1 and Tuas' Simba Telecom until further notice. That consolidation was announced last August. </li>
<li>Tuas was trading at A$5.51/share prior to the August announcement, and is now at $2.75, or a A$1.5bn market cap hit. That's excessive. </li>
</ul>


Aussie/Singapore telco play Tuas (TUA AU) is down 55% (63% at one point) after Singapore's telco regulator Infocomm Media Development Authority (IMDA) said Tuas may have been using unapproved spectrum. 
Concurrently, IMDA halted its assessment of the proposed consolidation between Keppel (KEP SP)'s M1 and Tuas' Simba Telecom until further notice. That consolidation was announced last August. 
Tuas was trading at A$5.51/share prior to the August announcement, and is now at $2.75, or a A$1.5bn market cap hit. That's excessive. 


Washington H. Soul Pattinson and Co. Ltd (SOL AU)

Tuas (TUA AU): Even IF In Breach, This Is A Buy

Tuas Ltd

Tuas (TUA AU): Even IF In Breach, This Is A Buy