Jardine Strategic's Dissentient Shareholders: The Sensible And Workable Approach
In April 2022, Jardine's application to strike out dissenters who acquired shares after the Offer was announced was dismissed. Last month, Jardines...
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JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
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StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale
Buying a material percentage of Prosus' float at 40%+, translates to a significant lift in NAV/share accretion, even if Tencent remains static. Go...
460 Views
Jardine Matheson (JM SP): Reloading The Buyback?
Given JMH's strong underlying performance and discount to NAV, another round of buybacks is feasible. Especially given management was consistently...
433 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...
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