The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Jardine Matheson: Buybacks Ahead Of Schedule
JMH has aggressively committed itself to the buyback program. Previously I advocated setting-up a Long JMH/Short JSH at 2.0x or below. I'd move...
562 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
390 Views
Jardine Matheson's Buybacks: A Bargain Upon Itself
After a year of buybacks, will no clear mandate, Jardine Matheson provides transparency on its repurchase program into 2021.
764 Views
StubWorld: Haier Smart Home Goes Limit Up. Again
This week in StubWorld ...Haier Smart Home (600690 CH) (HSH) has been limit up the past two trading sessions (ahead of, and) in response to the...
531 Views