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

GuocoLand Malaysia (GUOL MK): 30th July Suspension

GuocoLand Malaysia (GUOL MK): GuocoLand's Fair Offer

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 3rd Feb 2026, property developer <a href="https://www.smartkarma.com/entities/guocoland-malaysia-bhd" target="_blank" data-smartkarma-citation="entities:16496:1" rel="noopener">GuocoLand Malaysia (GUOL MK)</a> (GMB) announced <a href="https://www.smartkarma.com/entities/guocoland-ltd" target="_blank" data-smartkarma-citation="entities:17467:1" rel="noopener">GuocoLand (GUOL SP)</a>, its controlling shareholder, intended to delist the company via a selective capital reduction.</li>
<li>GuocoLand offered RM1.10/share in cash, a 17.65% premium to last close; but more like &gt;80% to undisturbed. GuocoLand and concert parties hold 67.93% of shares out.</li>
<li>
<a href="https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=251516&amp;name=EA_DS_ATTACHMENTS" target="_blank" rel="noopener">The Circular is now out</a>, with an EGM on the 29th May, and expected "implementation" late July. The IA (Kenanga) concluded "NOT fair, BUT reasonable", and to "vote in favour".</li>
</ul>


Back on the 3rd Feb 2026, property developer GuocoLand Malaysia (GUOL MK) (GMB) announced GuocoLand (GUOL SP), its controlling shareholder, intended to delist the company via a selective capital reduction.
GuocoLand offered RM1.10/share in cash, a 17.65% premium to last close; but more like &gt;80% to undisturbed. GuocoLand and concert parties hold 67.93% of shares out.

The Circular is now out, with an EGM on the 29th May, and expected "implementation" late July. The IA (Kenanga) concluded "NOT fair, BUT reasonable", and to "vote in favour".


GuocoLand Malaysia (GUOL MK): 29th May Vote On Delisting Offer

Guocoland Malaysia

GuocoLand Malaysia (GUOL MK): 29th May Vote On Delisting Offer