Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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StubWorld: The Jardine Maths Over Strategic
This week in StubWorld ... The Jardine Matheson Hldgs (JM SP) / Jardine Strategic Hldgs (JS SP) ratio is back down to its long-term average -...
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The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
SIA, ComfortDelGro, CDL Hospitality Joined FTSE Value-Stocks ASEAN Index
Four SGX-listed constituents were removed from and three included in the FTSE Value-Stocks ASEAN Index, following FTSE Russell’s semi-annual...
953 Views
StubWorld: What To Make Of Jardine Matheson's Buybacks?
This week in StubWorld ... After an eight-year hiatus, Jardine Matheson Hldgs (JM SP) has resumed buying back its own shares, renewing...
599 Views