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

Yashili (1230 HK): Possible Mengniu Offer Amid Exchange Rights And Phantom Shares

Yashili (1230 HK)'s Pre-Conditional Offer From Mengniu

Yashili: 16th August EGM To Vote On Three SPAs

Quiddity Advisors

Event-Driven

Yashili International Holdings / Event-Driven

<ul>
<li>Infant formula play <a href="https://www.smartkarma.com/entities/yashili-international-holdings-ltd" target="_blank" data-smartkarma-citation="entities:3397:1" rel="noopener">Yashili International Holdings (1230 HK)</a> is currently suspended "pursuant to The Hong Kong Code on Takeovers and Mergers".</li>
<li>Shares closed up 98% yesterday, on clear news leakage, before shares were suspended. <a href="https://www.smartkarma.com/entities/china-mengniu-dairy-co" target="_blank" data-smartkarma-citation="entities:354:1" rel="noopener">China Mengniu Dairy Co (2319 HK)</a> holds 51.04% with <a href="https://www.smartkarma.com/entities/danone-sa" target="_blank" data-smartkarma-citation="entities:21403:1" rel="noopener">Danone SA (BN FP)</a> another 25%.  </li>
<li>This trading halt follows the recent successful Offer for <a href="https://www.smartkarma.com/entities/ausnutria-dairy-corp-ltd" target="_blank" data-smartkarma-citation="entities:13799:1" rel="noopener">Ausnutria Dairy Corp (1717 HK)</a>, one of Yashili's key peers.</li>
</ul>


Infant formula play Yashili International Holdings (1230 HK) is currently suspended "pursuant to The Hong Kong Code on Takeovers and Mergers".
Shares closed up 98% yesterday, on clear news leakage, before shares were suspended. China Mengniu Dairy Co (2319 HK) holds 51.04% with Danone SA (BN FP) another 25%.  
This trading halt follows the recent successful Offer for Ausnutria Dairy Corp (1717 HK), one of Yashili's key peers.


Yashili International Holdings

Yashili (1230 HK): More Formula Fortune?