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...
248 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...
426 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...
322 Views
Jardine Matheson's Buybacks: A Bargain Upon Itself
After a year of buybacks, will no clear mandate, Jardine Matheson provides transparency on its repurchase program into 2021.
664 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views