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

Event-Driven

<ul>
<li>Auto components play <strong><a href="https://www.smartkarma.com/entities/beijingwest-industries-interna" target="_blank" data-smartkarma-citation="entities:13118:1" rel="noopener">BeijingWest Industries (2339 HK)</a></strong> is suspended pursuant to the Hong Kong Code on Takeovers and Mergers.</li>
<li>BeijingWest hasn't returned a profit since FY19. Following a major restructuring (equity + CB) announced last November, primarily to shore up finances, the share price is up an eye-watering ~320%</li>
<li>A big part of that euphoric price rise was controlling shareholder SOE-backed BWI Beijing backstopping the restructuring. But a privatisation tilt here at ~5x P/B? Unlikely. </li>
</ul>


Auto components play BeijingWest Industries (2339 HK) is suspended pursuant to the Hong Kong Code on Takeovers and Mergers.
BeijingWest hasn't returned a profit since FY19. Following a major restructuring (equity + CB) announced last November, primarily to shore up finances, the share price is up an eye-watering ~320%
A big part of that euphoric price rise was controlling shareholder SOE-backed BWI Beijing backstopping the restructuring. But a privatisation tilt here at ~5x P/B? Unlikely. 


北京西工業（2339 HK）：買収規則に基づき取引停止