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.
819 Views
Jardine Matheson Southeast Asia (JCNC SP) Pops On Toyota In-Specie & Special Div
I get JMSEA's outperformance vs Astra given the weakening rupiah, Indonesia's MSCI overhang; and JMSEA's value unlock strategy. But to what point?...
158 Views
The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
491 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
483 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
448 Views