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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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CPMC Holdings
•
28 Mar 2024 13:05
CPMC (906 HK): Shares Retrace As Clock Ticks On ORG's Bid
I wouldn't enter here. I think ORG has run out of time to make an Offer. I'd be a buyer ~HK$6.75, should shares dip to this level. Otherwise, I'd...
David Blennerhassett
238 Views
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bullish
•
Probiotec Ltd
•
27 Mar 2024 11:40
Probiotec (PBP AU): Trading Wide Ahead Of 29th May Shareholder Vote
This looks done. Trading wide at a 4.9%/23.4% gross/annualised. Buy here or tick or two below. I see no binding agreement from Wayne (11.98%)....
David Blennerhassett
240 Views
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bullish
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CIMC Vehicle Group Co Ltd
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27 Mar 2024 09:40
CIMC (1839 HK): 18th April Shareholder Vote
Trading at a gross/annualised spread of 3.3%/28.7% assuming late-May. I might pay up to HK$7.35-7.38. Below that would be preferable. This insight...
David Blennerhassett
238 Views
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bearish
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Boral Ltd
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26 Mar 2024 09:57
Boral (BLD AU): Seven Slams “Fundamentally Misleading” IE Report
On balance, the best trade here is still to be short Seven, long Boral here. But unless you're really confident the higher Offer terms kicks in,...
David Blennerhassett
211 Views
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bullish
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Samsonite
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25 Mar 2024 18:29
Samsonite (1910 HK): Dual-Listing Musings
A secondary NASDAQ listing appears preferable. One that is a dual primary listing. A privatisation cannot be ruled out. But it won't come cheap. If...
David Blennerhassett
281 Views
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