ENTITY
Jardine Matheson Holdings

Jardine Matheson Holdings (JM SP)

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Analysis
Industrials • Singapore
Jardine Matheson Holdings Limited is a multinational enterprise with a portfolio of businesses focused on the Asia-Pacific region. The Group's activities include financial services, supermarkets, consumer marketing, engineering and construction, automobile trading, insurance broking, property investment, and hotels.
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bullish•Macroeconomics
•08 Jun 2020 04:16

Economy/Covid-19/Hong Kong/China-USA/Hainan

China News That Matters Beijing relies on Western-style monetary policy Wuhan declared free of coronavirus  Don’t diss the anthem; or remember...

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•28 Apr 2020 14:47

StubWorld: Toei Corp, Mandarin Oriental

This week in StubWorld ... Toei Co Ltd (9605 JP) is coming up "cheap" versus 40.4%-held Toei Animation (4816 JP). And despite local media...

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bearish•Cross Asset Strategy
•23 Mar 2020 16:31

The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking

This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...

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•20 Mar 2020 17:31

Smartkarma Webinar | Jardine Dislocation

Smartkarma will be hosting a flash webinar with David Blennerhassett to discuss the unprecedented moves in the ratio between Jardine Matheson...

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•19 Mar 2020 16:14

Jardines: Holy Bargain Basements!

In my insight (StubWorld: Strategic Is Free Money Here) earlier this week, I thought it was a no brainer unwinding Jardine Matheson Holdings (JM...

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