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 26 years of covering Asia Pacific equities, the past 20 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

Ajinomoto Malaysia (AJI MK): Ajinomoto's Fair Offer

Ajinomoto Malaysia (AJI MK): Parent Reiterates Terms Are Fair

Quiddity Advisors

Event-Driven

<ul>
<li>On the 22nd June 2026, MSG-manufacturer <a href="https://www.smartkarma.com/entities/ajinomoto-malaysia-bhd" target="_blank" data-smartkarma-citation="entities:12499:1" rel="noopener">Ajinomoto Malaysia (AJI MK)</a> announced <a href="https://www.smartkarma.com/entities/ajinomoto-co-inc" target="_blank" data-smartkarma-citation="entities:8911:1" rel="noopener">Ajinomoto Co (2802 JP)</a>, its controlling shareholder, intended to delist the company via a selective capital reduction.</li>
<li>In response to local media reports, Ajinomoto defended its Offer Price of RM20/share, stating it represents a reasonable premium, and reflected the company’s business value and historical share performance.</li>
<li>
<a href="https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=255082&amp;name=EA_DS_ATTACHMENTS" target="_blank" rel="noopener">The Circular is out</a>. The Independent Advisor (RHB) opined not fair, but reasonable. The "not fair" part is tenuous. The EGM is the 24th September. Cash payment late January 2027. </li>
</ul>


On the 22nd June 2026, MSG-manufacturer Ajinomoto Malaysia (AJI MK) announced Ajinomoto Co (2802 JP), its controlling shareholder, intended to delist the company via a selective capital reduction.
In response to local media reports, Ajinomoto defended its Offer Price of RM20/share, stating it represents a reasonable premium, and reflected the company’s business value and historical share performance.

The Circular is out. The Independent Advisor (RHB) opined not fair, but reasonable. The "not fair" part is tenuous. The EGM is the 24th September. Cash payment late January 2027. 


Ajinomoto Malaysia (AJI MK): 24th Sept Vote On Parent's Offer. IA Conclusion Suspect, At Best