The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
405 Views
Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
532 Views
StubWorld: Would Jardines Move Back To HK?
This week in StubWorld ... Jardine Matheson Holdings (JM SP) is trading "cheap" at a 32% discount to NAV, adjusting for cross-holding. Jardine...
741 Views
Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
525 Views
StubWorld: Matheson Buybacks As Ratio Mean Reverts; JCNC Looking Cheap
This week in StubWorld ... The simple ratio (JM/JS) has retraced from its nose-bleed heights on the 19 March, and though still elevated, is...
718 Views