StubWorld: Would Jardines Move Back To HK?
This week in StubWorld ... Jardine Matheson Holdings (JM SP) is trading "cheap" at a 32% discount to NAV, adjusting for cross-holding. Jardine...
614 Views
StubWorld: Matheson Buybacks As Ratio Mean Reverts; JCNC Looking Cheap
This week in StubWorld ... The simple ratio (JM/JS) has retraced from its nose-bleed heights on the 19 March, and though still elevated, is...
607 Views
StubWorld: Toei Corp, Mandarin Oriental
This week in StubWorld ... Toei Co Ltd (9605 JP) is coming up "cheap" versus 40.4%-held Toei Animation (4816 JP). And despite local media...
347 Views
VICOM Amongst Singapore’s Most Defensive Stocks in 2020 YTD
In the first 17 weeks of 2020, ComfortDelGro subsidiary VICOM was the strongest performer among Singapore Industrials stocks that report...
99 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
312 Views