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

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

Quiddity Advisors

Event-Driven

<ul>
<li>Property developer <strong><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></strong> (GMB) has <a href="https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=165945&amp;name=EA_GA_ATTACHMENTS" target="_blank" rel="noopener">announced</a>  <strong><a href="https://www.smartkarma.com/entities/guocoland-ltd" target="_blank" data-smartkarma-citation="entities:17467:1" rel="noopener">GuocoLand (GUOL SP)</a></strong> (via wholly-owned sub GLL (Malaysia)), its controlling shareholder, intends to delist the company via a selective capital reduction.</li>
<li>GuocoLand is offering 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>At ~0.47x P/B, that looks like a bargain for GuocoLand. But the price is the highest level in near-on seven years. For shareholders in an illiquid stock, here's your exit. </li>
</ul>


Property developer GuocoLand Malaysia (GUOL MK) (GMB) has announced  GuocoLand (GUOL SP) (via wholly-owned sub GLL (Malaysia)), its controlling shareholder, intends to delist the company via a selective capital reduction.
GuocoLand is offering 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. 
At ~0.47x P/B, that looks like a bargain for GuocoLand. But the price is the highest level in near-on seven years. For shareholders in an illiquid stock, here's your exit. 


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

Guocoland Malaysia

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