StubWorld: Las Vegas Bet To Elevate Genting?
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV and implied stub are at 12-month NAV lows, but questions linger as to...
559 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
StubWorld: Matheson Nudges Strategic Headroom
This week in StubWorld ... Recent buying by Jardine Matheson Hldgs (JM SP) into Jardine Strategic Hldgs (JS SP) leaves minimal room for future...
672 Views
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
805 Views
The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
467 Views