National Storage REIT: Just Plain Nasty
Back on the 17 February, I wrote in National Storage: A Public/Gaw Tussle:Though non-binding, conditional, indicative offers are a graveyard of...
553 Views
StubWorld: Strategic Is Free Money Here
This week in StubWorld ... Jardine Matheson Hldgs (JM SP) resumes buybacks, and the JM/JS blows out to a multi-year high. Preceding my...
658 Views
JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com.  We are concerned about the...
516 Views
StubWorld: Matheson Nudging Extreme Levels As Buybacks Continue
A double-dose of StubWorld this week ... Jardine Matheson Hldgs (JM SP)'s discount to NAV - stand-alone and relative to Jardine Strategic Hldgs...
590 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views