Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
David Blennerhassett
Pan-Asia Catalysts/Events
•
Quiddity Advisors
Message
Follow
Location:
Hong Kong
Joined:
10 August 2016
2.6k
Insights
1.1m
Views
1.4k
Followers
Equities
•
Event-Driven
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Link REIT
•
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
75 Views
Share
bearish
•
Jardine Cycle & Carriage
•
22 Apr 2024 11:09
Jardine Cycle & Carriage Is A Short
Jardine Cycle & Carriage's premium to NAV is not justifiable. I'd look to reverse the stub here - Short JCNC, Long Astra.
David Blennerhassett
370 Views
Share
bullish
•
Pasona Group
•
21 Apr 2024 07:00
Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
413 Views
Share
bullish
•
Lynas Corp Ltd
•
20 Apr 2024 15:00
(Mostly) Asia-Pac M&A: Lynas, Tietto Minerals, JSR, Shinko Electric, TDCX
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
435 Views
Share
bullish
•
TDCX
•
20 Apr 2024 10:05
TDCX (TDCX US)'s $7.20/Share Short-Form Merger
The effective date for the merger of TDCX is expected to occur (no sooner than) 20 days from the latest SEC filing (see discussions). As the...
David Blennerhassett
678 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.30.3
x