Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Jardine Matheson: Value Gradually Emerging Four Months On

Jardine Matheson: Collapsing The Circularity

Quiddity Advisors

Event-Driven

<a href="https://www.smartkarma.com/entities/jardine-strategic-holdings-ltd" target="_blank" data-smartkarma-citation="entities:15081:1" rel="noopener">Jardine Strategic Holdings (JS SP)</a>'s special general meeting (SGM) was held a short while ago in Bermuda. The vote was a foregone conclusion, given <a href="https://www.smartkarma.com/entities/jardine-matheson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:19718:1" rel="noopener">Jardine Matheson Holdings (JM SP)</a>'s ability to vote its 84.9% stake.
The resolution as set out in the Notice of Special General Meeting contained in the <a href="https://data.fca.org.uk/artefacts/NSM/Portal/NI-000021381/NI-000021381.pdf" target="_blank" rel="noopener">Circular</a> to shareholders on 18 March 2021 was duly <a href="https://links.sgx.com/FileOpen/JSH.ashx?App=Announcement&amp;FileID=659247" target="_blank" rel="noopener">passed</a>.
<a href="https://www.jardines.com/assets/files/NewsAndEvents/corporate-press-releases/jardine-strategic/p210412.pdf" target="_blank" rel="noopener">92%</a> of shareholders voted for the resolution. It is not clear from this link if that is 92% of shareholders present and via proxy, or 92% of outstanding shares.
This is useful in knowing the level of dissension.
More below the fold.

Jardine Strategic Holdings (JS SP)'s special general meeting (SGM) was held a short while ago in Bermuda. The vote was a foregone conclusion, given Jardine Matheson Holdings (JM SP)'s ability to vote its 84.9% stake.
The resolution as set out in the Notice of Special General Meeting contained in the Circular to shareholders on 18 March 2021 was duly passed.
92% of shareholders voted for the resolution. It is not clear from this link if that is 92% of shareholders present and via proxy, or 92% of outstanding shares.
This is useful in knowing the level of dissension.
More below the fold.

Jardine Matheson Holdings

Jardine Matheson: Strategic Buyout Done