China Economy in Focus Ahead of Golden Week
For the 2H21 to 24 Sep, China stock indices were among the least performing global benchmarks, with the FTSE China A50 Index declining 12% and...
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Hongkong Land's (HKL SP) Big Buyback
HKL has historically traded cheap, both on a standalone basis, and with respect to peers. This buyback is the catalyst to narrow that discount to...
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StubWorld: JCNC Is A Set-Up Here
Jardines appear to be increasingly more proactive on the corporate front of late. Not being a UK listing, JCNC is unlikely to be tabled a derisory...
567 Views
Jardine Matheson: Value Gradually Emerging Four Months On
Collapsing the circularity and removing its complexity should drive interest in Matheson. And holdings like HKL are cheap at 0.3x P/B. The pushback...
441 Views
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was inĀ ASEAN@SmartkarmaĀ is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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