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David Blennerhassett
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Location:
Hong Kong
Joined:
10 August 2016
2.6k
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bullish
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BHP Group Ltd
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27 Apr 2024 15:00
(Mostly) Asia-Pac M&A: Mimasu Semi, Tietto Minerals, CSR, CPMC, Roland DG, IClick Interactive
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
19 Views
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bullish
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Anglo American
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26 Apr 2024 12:35
BHP/Anglo American: A Decarbonising Solution
I would expect AAL to reject terms; but remain engaged. I'd expect BHP to fump. For that, the near term trade is probably to still be short BHP,...
David Blennerhassett
256 Views
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bullish
•
Straits Trading
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25 Apr 2024 15:16
Straits Trading Cheap As ARA Asset Exposure Monetized
After my insight - Ripe For Privatisation - in October 2020, Straits Trading nicely gained ~130% over 12 months. STR then realised a ~S$685.6mn...
David Blennerhassett
774 Views
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bullish
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China Merchants Port
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25 Apr 2024 12:07
Revisiting China Merchants Ports (144 HK)
For now, I would expect CMG to continue to chip away at CMP (144 HK)'s minorities - it currently holds 72.02%, up from 63.09% when the...
David Blennerhassett
278 Views
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bullish
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Link REIT
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24 Apr 2024 13:41
HK REITs Re-Rate On Southbound Inclusion
Stick to a basket of Hong Kong-focused REITs. I'd tilt to those HK-REITs which are not 100% exposed to the office-space, such as Link REIT (823...
David Blennerhassett
235 Views
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