Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
504 Views
Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV
I've bolted on US$0.5bn to NAV. That adjustment doesn't move the needle. Look to set up the stub: Long JMH, short DFI, HKL, MO & JC&C on a...
914 Views
The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
418 Views
Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
563 Views
Jardine Matheson (JM SP): Trading "Cheap"
I’ve received some feedback questioning my NAV calculations. Happy to take up the challenge and make adjustments where needed. I flesh out more...
1.2k Views