AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
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[Result Update] REE - Effective Investments Continue to Drive Earnings Growth
With strong experience in management in that sector and the company’s constructive attitude toward shareholders, we consider REE as an efficient...
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JCNC: Net Profit Rises Alongside Regional Auto Demand
Cheap on a gross profit basis, good price momentum, and low price volatility vs. the market relative to its sector JCNC’s conglomerate businesses,...
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Vietnam H1 2017 Update
MacroeconomyVietnam's GDP growth rate in H1 2017 fell short of expectations, which will make it difficult for Vietnam to reach its growth target of...
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JCNC: Motoring Along with Growth and Price Momentum
Good growth in core profit, cheap on a gross profit basis, and good price momentum relative to its sector JCNC’s conglomerate businesses, which...
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