The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: Jardines, Keppel, Li & Fung, Unizo, National Storage, Metlifecare
Last Week in Event SPACE ... Setting up a long Jardine Strategic Hldgs (JS SP), short Jardine Matheson Holdings (JM SP) at 1.90x seemed...
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Smartkarma Webinar | Jardine Dislocation
Smartkarma will be hosting a flash webinar with David Blennerhassett to discuss the unprecedented moves in the ratio between Jardine Matheson...
516 Views
StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
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Jardines: Holy Bargain Basements!
In my insight (StubWorld: Strategic Is Free Money Here) earlier this week, I thought it was a no brainer unwinding Jardine Matheson Holdings (JM...
793 Views