The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Myanmar Tourism: Memories Group. The Tourism Assets of Yoma Go for RTO in January 2018
Yoma Strategic Hldgs Ltd (YOMA SP) recently (13 November) had a rights issue and its dealmaking seems to continue.Serge and Melvyn Pun are now...
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AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of AprilĀ I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
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Jardine Maths on Jardine Stratospheric
Following Jardine Strategic Hldgs Ltd (JS SP)ās MSCI inclusion at the end of February, after a brief respite, it has continued to outperform...
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Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground -Ā Space shortage has disrupted the...
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