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

Jardine Strategic Holdings / Event-Driven

Following <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 surprise <a href="https://links.sgx.com/FileOpen/JMH%20J.ashx?App=Announcement&amp;FileID=651169" target="_blank" rel="noopener">announcement</a> on the 8 March to acquire the 15.11% in <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> it does not own, Strategic has now released its <a href="https://data.fca.org.uk/artefacts/NSM/Portal/NI-000021381/NI-000021381.pdf" target="_blank" rel="noopener">circular</a> to shareholders.
The special general meeting (SGM) will be held on the 12 April at 8AM - in Bermuda. 
There is no independent financial advisor casting an opinion on the fairness of the Offer consideration. The circular simply echoes that the Strategic's transaction committee unanimously recommends that independent Strategic shareholders vote in favour of the Amalgamation resolution at the SGM.
Dissenters' rights are discussed in detail, for those shareholders who are not satisfied they are being offered a fair value. 
Some granularity on the shareholder structure of Matheson, as it pertains to the Keswick family, is provided, but it is not comprehensive.
This is a done deal. Cheques are expected to be despatched on the 28 April.
More below the fold.

Following Jardine Matheson Holdings (JM SP)'s surprise announcement on the 8 March to acquire the 15.11% in Jardine Strategic Holdings (JS SP) it does not own, Strategic has now released its circular to shareholders.
The special general meeting (SGM) will be held on the 12 April at 8AM - in Bermuda. 
There is no independent financial advisor casting an opinion on the fairness of the Offer consideration. The circular simply echoes that the Strategic's transaction committee unanimously recommends that independent Strategic shareholders vote in favour of the Amalgamation resolution at the SGM.
Dissenters' rights are discussed in detail, for those shareholders who are not satisfied they are being offered a fair value. 
Some granularity on the shareholder structure of Matheson, as it pertains to the Keswick family, is provided, but it is not comprehensive.
This is a done deal. Cheques are expected to be despatched on the 28 April.
More below the fold. 

Mandarin Oriental International (MAND SP)

Jardine Strategic Holdings

Jardine Strategic: SGM On The 12 April