StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale
Buying a material percentage of Prosus' float at 40%+, translates to a significant lift in NAV/share accretion, even if Tencent remains static. Go...
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Greatview (468 HK): A Packing Case Pick
I'd be picking up shares here. Pegged to its longer-term EV/EBITDA average, there is ~50%+ upside from here. With even more upside if GA Pack is...
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The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
369 Views
Jardine Matheson (JM SP): Reloading The Buyback?
Given JMH's strong underlying performance and discount to NAV, another round of buybacks is feasible. Especially given management was consistently...
573 Views
Last Week in Event SPACE: BHP, Jardine Matheson, Cathay Pacific, HK&S Hotels, Large CCASS Moves
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
501 Views