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

Z Fin (1168 HK): Ou's "Fair" HK$6.60/Share Offer

Quiddity Advisors

Event-Driven

<ul>
<li>This morning <strong><a href="https://www.smartkarma.com/entities/z-fin-limited" target="_blank" data-smartkarma-citation="entities:9999:1" rel="noopener">Z Fin (1168 HK)</a></strong> was suspended pursuant to Hong Kong Code on Takeovers and Mergers. I expect a Scheme Offer from founder Ou Yaping, who currently holds 64.61%.</li>
<li>Z Fin was previously known as Sinolink Worldwide, a PRC property developer.</li>
<li>Despite the fintech rebranding, Z Fin very much remains a property play, and should be assessed accordingly. At 0.2x trailing P/B, Z Fin is trading bang in line with peers. </li>
</ul>


This morning Z Fin (1168 HK) was suspended pursuant to Hong Kong Code on Takeovers and Mergers. I expect a Scheme Offer from founder Ou Yaping, who currently holds 64.61%.
Z Fin was previously known as Sinolink Worldwide, a PRC property developer.
Despite the fintech rebranding, Z Fin very much remains a property play, and should be assessed accordingly. At 0.2x trailing P/B, Z Fin is trading bang in line with peers. 


Z Fin (1168 HK)'s Suspension: Expect Ou To Make An Offer