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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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Pacific Smiles
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29 Apr 2024 10:30
Pacific Smiles (PSQ AU): A Brace Of Offers
Trading tight at a 2% gross spread. IF Gensis firms terms, then this could go back & forth a few times, and likely clear $2. If small, illiquid...
David Blennerhassett
119 Views
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bullish
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CSR Ltd
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28 Apr 2024 07:05
CSR (CSR AU): 13th June Shareholder Vote
Assuming regulatory approvals are granted - and there's no indication there is an issue here - this is done. Trading at a gross/annualised spread...
David Blennerhassett
278 Views
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bullish
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Keisei Electric Railway Co
•
28 Apr 2024 07:00
Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
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
310 Views
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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
374 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
337 Views
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