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

MBK Bumps Offers For Both Korea Zinc and Young Poong Precision

Young Poong Precision (036560 KS): Choi's Opening Salvo

Korea Zinc (010130 KS)'s ₩830,000/Share Offer. Mmm ...

Korea Investment Securities to Step up as the White Knight for Choi Family at Korea Zinc

StubWorld: Young Poong & MBK Jostle For Control Of Korea Zinc (010130 KS)

Digging into the News Flow on KIS Jumping in as the White Knight for Choi in the Korea Zinc Deal

Main Takeaways from Today’s MBK Press Briefing About the Korea Zinc Tender

Quiddity Advisors

Event-Driven

<ul>
<li>On the 13th September, MBK joined <a href="https://www.smartkarma.com/entities/young-poong-corporation" target="_blank" data-smartkarma-citation="entities:11740:1" rel="noopener">Young Poong (000670 KS)</a> in seeking control of <a href="https://www.smartkarma.com/entities/korea-zinc-co-ltd" target="_blank" data-smartkarma-citation="entities:17944:1" rel="noopener">Korea Zinc (010130 KS)</a> via Partial Tender Offers for KZ and <a href="https://www.smartkarma.com/entities/young-poong-precision-corp" target="_blank" data-smartkarma-citation="entities:16188:1" rel="noopener">Young Poong Precision (036560 KS)</a>.</li>
<li>This situation has been canvassed by analysts here at Smartkarma; with increasing expectation the Choi family makes a counterbid.</li>
<li>This insight analyses the fair value of YPP. No matter how you slice it, the Offer Price is punchy. Perhaps not punchier enough.</li>
</ul>


On the 13th September, MBK joined Young Poong (000670 KS) in seeking control of Korea Zinc (010130 KS) via Partial Tender Offers for KZ and Young Poong Precision (036560 KS).
This situation has been canvassed by analysts here at Smartkarma; with increasing expectation the Choi family makes a counterbid.
This insight analyses the fair value of YPP. No matter how you slice it, the Offer Price is punchy. Perhaps not punchier enough.


영풍정밀(036560 KS)도 현재 거래 중