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

Equity Bottom-Up

Unibail-Rodamco-Westfield / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/unibail-rodamco-westfield" target="_blank" data-smartkarma-citation="entities:27181:1" rel="noopener"><strong>Unibail-Rodamco-Westfield (URW AU)</strong></a>, Europe's largest listed commercial property company, recently reported solid 3Q23 financials (through to September 2023). </li>
<li>Covid played havoc on shopping mall players/developers - URW is still down 62% from its Covid cliff versus an average of 24% for a basket of peers.</li>
<li>Investor concerns over URW's strategy and leverage have been a drag on the stock; however its long-term plan is finding the right path. </li>
</ul>



Unibail-Rodamco-Westfield (URW AU), Europe's largest listed commercial property company, recently reported solid 3Q23 financials (through to September 2023). 
Covid played havoc on shopping mall players/developers - URW is still down 62% from its Covid cliff versus an average of 24% for a basket of peers.
Investor concerns over URW's strategy and leverage have been a drag on the stock; however its long-term plan is finding the right path. 


Unibail-Rodamco-Westfield: The Retail Community