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

OUE Healthcare (OUEHC SP): S$0.05/Share Scheme Offer From Parent

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday, <a href="https://www.smartkarma.com/entities/oue-limited" target="_blank" data-smartkarma-citation="entities:9984:1" rel="noopener">OUE (OUE SP)</a> announced a S$0.05/share Scheme for 89.8%-held <a href="https://www.smartkarma.com/entities/oue-healthcare-limited" target="_blank" data-smartkarma-citation="entities:562:1" rel="noopener">OUE Healthcare (OUEHC SP)</a> - see <a href="https://skr.ma/Nvudg" target="_blank" rel="noopener">OUE Healthcare (OUEHC SP): S$0.05/Share Scheme Offer From Parent</a>. </li>
<li>On balance, terms are fair to minority shareholders. I don't expect any pushback.</li>
<li>OUE also holds a ~ 49% stake in <a href="https://www.smartkarma.com/entities/oue-real-estate-investment-trust" target="_blank" data-smartkarma-citation="entities:912:1" rel="noopener">OUE (OUEREIT SP)</a>, worth ~135% of its market cap. OUE is beyond illiquid. Look way now if this isn't in your wheelhouse. </li>
</ul>


Yesterday, OUE (OUE SP) announced a S$0.05/share Scheme for 89.8%-held OUE Healthcare (OUEHC SP) - see OUE Healthcare (OUEHC SP): S$0.05/Share Scheme Offer From Parent. 
On balance, terms are fair to minority shareholders. I don't expect any pushback.
OUE also holds a ~ 49% stake in OUE (OUEREIT SP), worth ~135% of its market cap. OUE is beyond illiquid. Look way now if this isn't in your wheelhouse. 


Gemdale Properties and Investment (535 HK)

OUE (OUE SP) Is Cheap. Longer Term, Expect Lippo To Take It Private