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...
689 Views
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
Jardine Strategic: SGM On The 12 April
I would avoid both Strategic and Matheson. I like Mandarin Oriental at a 0.6x P/B - and book value is not market value. HKL is inexpensive at 0.3x...
566 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
317 Views