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...
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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...
809 Views
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...
543 Views
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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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...
636 Views