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

WH Group Buyback Offer Announced - Strong Accretion Creates Accretion Risk

WH Group Vs Peers - Too Many Piggies Going to Market?

Quiddity Advisors

Equity Bottom-Up

The world's biggest meat suppliers are in the news over the last 24 hours. 
The big news overnight was the hacking of <a href="https://www.smartkarma.com/entities/jbs-sa-ef8d7651-aaae-4c5f-96b8-d5ec11a8018a" target="_blank" data-smartkarma-citation="entities:28580:1" rel="noopener">JBS SA (JBSAY US)</a>, the largest meat producer globally, resulting in the shuttering of around a fifth of its America’s meat production, and impacting JBS plants in Australia and Canada. 
Closer to "home", shares of <a href="https://www.smartkarma.com/entities/wh-group-ltd" target="_blank" data-smartkarma-citation="entities:13200:1" rel="noopener">WH Group (288 HK)</a>, parent of Smithfield Foods, the world’s largest pork producer, was <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0602/2021060200549.pdf" target="_blank" rel="noopener">halted</a> at 1pm today "pending the release of an announcement which contains inside information of the Company pursuant to the Codes on Takeovers and Mergers and Share Buy-backs."
There is, as yet, no further details forthcoming. Shares gained 4% on decent volume prior to the halt.
For now, this insight provides some background information on WH Group, and also speculates  on a fair price should a firm Offer unfold. 
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There is some conjecture as to the meaning of "Pearls Before Swine". I'm leaning towards it means something like "to offer something valuable to someone who does not know its value".

The world's biggest meat suppliers are in the news over the last 24 hours. 
The big news overnight was the hacking of JBS SA (JBSAY US), the largest meat producer globally, resulting in the shuttering of around a fifth of its America’s meat production, and impacting JBS plants in Australia and Canada. 
Closer to "home", shares of WH Group (288 HK), parent of Smithfield Foods, the world’s largest pork producer, was halted at 1pm today "pending the release of an announcement which contains inside information of the Company pursuant to the Codes on Takeovers and Mergers and Share Buy-backs."
There is, as yet, no further details forthcoming. Shares gained 4% on decent volume prior to the halt.
For now, this insight provides some background information on WH Group, and also speculates  on a fair price should a firm Offer unfold. 

There is some conjecture as to the meaning of "Pearls Before Swine". I'm leaning towards it means something like "to offer something valuable to someone who does not know its value". 

WH Group (288 HK): Today's Pig Is Tomorrow's Bacon?