JCNC: Motoring Along with Growth and Price Momentum
Good growth in core profit, cheap on a gross profit basis, and good price momentum relative to its sector JCNC’s conglomerate businesses, which...
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AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
649 Views
Thai-Coons (Ep. 4): Mitsubishi's Bankin' Buddy
In 2013, Mitbuishi-UFJ, once the world's biggest bank, acquired Bank of Ayudhya (BAY) for US$6bn and became the largest foreign bank in Thailand....
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DCON: Missing Links of Thai Construction
Within the large cap cement makers, we think market leader Siam Cement seems more attractively valued and has better growth potential, but we also...
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