Jardine Cycle & Carriage Is A Short
Jardine Cycle & Carriage's premium to NAV is not justifiable. I'd look to reverse the stub here - Short JCNC, Long Astra.
816 Views
Singapore Market Roundup (22-Sep-2026): uSmart initiates Azeus Systems with 'hold', target $9.45.
uSmart rates Azeus Systems 'hold' with a target of $9.45. Jefferies targets DBS at $91, while KGI rates Q&M Dental 'outperform' for its growth.
99 Views
Primer: Jardine Cycle & Carriage (JCNC SP) - Apr 2026
Jardine Cycle & Carriage (JCNC) is a Singapore-listed investment holding company, majority-owned by the Jardine Matheson Group, with its...
119 Views
StubWorld: Fitch/Moody's Downgrades Further Propel JCNC's Implied Stub
Fitch's, Moody's and MSCI's Indo conclusions are a material overhang. I'd still be reluctant to reverse the stub, as Asta underperforms (down 14%...
223 Views
Asia Real Estate Tracker (24-Aug-2026): Data centers in Singapore gain expansion rights.
Digital Realty, Equinix, STT GDC, and Keppel expand in Singapore, while CapitaLand and IOI near a $1.9B deal; DayOne buys a Malaysian site for...
98 Views