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...
1k Views
JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
442 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
346 Views
Jardine Matheson (JM SP): MSCI Blues
Given JMH's strong underlying operating performance, the 40% discount to NAV - one in which there are discounts of discounts, JMH is attractive...
723 Views
United Tractors (UNTR IJ) Buyback - Sure to Be Impactful
United Tractors - Indonesia's largest heavy equipment dealer and a subsidiary of Astra International - has announced a large buyback to be...
651 Views