Matheson To Exit Greatview Aseptic
This SPA for Greatview is probably not a great outcome for minorities. Meanwhile, Matheson is buying back shares around here, and the NAV is...
493 Views
Investing in HK Stocks
If you invest in Western markets this would be enough, but not in Asian markets where the trust factor is a lot lower, and where ownership is more...
830 Views
Greatview (468 HK): A Packing Case Pick
I'd be picking up shares here. Pegged to its longer-term EV/EBITDA average, there is ~50%+ upside from here. With even more upside if GA Pack is...
1.1k Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
445 Views
Jardine Matheson (JM SP): Fast Food Junked
JMH looks set to further boost its cash coffers raising the prospect of further buybacks. And this is the Keswick's end game - chip away at...
651 Views