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David Blennerhassett

David Blennerhassett
Pan-Asia Catalysts/Events
Quiddity Advisors

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bullishCPMC 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...

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bullishProbiotec 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%)....

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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...

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bearishBoral Ltd
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,...

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bullishSamsonite
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...

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