Recent Market Rebound Extended to Value Stocks
Four of the STI’s 10 strongest performers in the 4Q-to-date ranked highly for the Value factors in early 2H20. These four stocks were Jardine...
875 Views
StubWorld: Jardine Cycle & Carriage - Back To MSCI Deletion Levels
The MSCI deletion is now done. The sentiment for Indonesian autos is upbeat, and Astra is back to February levels. Investors should be buying JCNC...
771 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Jardine Matheson: Buybacks Ahead Of Schedule
JMH has aggressively committed itself to the buyback program. Previously I advocated setting-up a Long JMH/Short JSH at 2.0x or below. I'd move...
414 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
309 Views