StubWorld: JCNC Now Even Cheaper
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP) was trading cheap on a NAV and stub basis this time last month (StubWorld:...
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BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
592 Views
(Mostly) Asia M&A: June 2020 Roundup
For the month of June, 20 new deals were discussed on Smartkarma with an overall announced deal size of ~US$12bn. Clicking on the company name...
574 Views
Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
611 Views
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