Mandarin Oriental - Making Room
Mandarin Oriental Intl Ltd (MAND SP) is up 39% since June 5th after announcing it is reviewing the long-term strategic options for the Excelsior...
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Hongkong & Shanghai Hotels - Check-Out Time
Hongkong & Shanghai Hotels (45 HK) ("HSH") is up 40% since late June after Tai United (718 HK) rapidly compiled a 10.21% stake. Sino Hotels...
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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...
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Back to Ridiculous Food Prices in HK; Food Vs Property Yields (... So Long to Friends at Mandarin)
I check 1-2x a year food price changes in HK, often comparing with US prices. I also kick tires on apartment rentals and constantly compare the...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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