David Blennerhassett, Quiddity Advisors
David Blennerhassett, Quiddity Advisors
11 March 2021
Market View: Breaking Down the Big Merger in the House of Jardine
Ahead of Thursday's release of Jardine Matheson and Jardine Strategic's full year results, investors are still talking about the planned consolidation that will see Jardine Matheson fully take over Jardine Strategic, ending decades of operating under a complex cross-holding structure. But why unwind it now, and can minority investors argue for an improved offer? David Blennerhassett, Co-founder of Quiddity Advisors and regular Smartkarma contributor, joined us on Prime Time to help break down the intricacies in the House of Jardine, and what upside the deal might bring to the group and investors.
Download the podcast.