bullish•Jardine Matheson Holdings•10 May 2023 13:55
Jardine Matheson: MSCI Upweight Musings
Some readers place a 50% probability of an MSCI upweight. Of more interest is Matheson's ongoing buyback program. They have recently, and...
bearish•Jardine Cycle & Carriage•06 Apr 2023 15:18
JCNC's Logic-Defying Valuation
There is no apparent justification for the current level. Expect Matheson to chip away at minorities. But a full-blown Offer appears unrealistic....
bullish•Mandarin Oriental International•21 Nov 2022 17:52
Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
bullish•Jardine Matheson Holdings•15 Aug 2022 23:01