Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Jardine Cycle & Carriage / Equity Bottom-Up

I attended the 49th annual AGM of <a href="https://www.smartkarma.com/entities/347" target="_blank" data-smartkarma-citation="entities:347:1">Jardine Cycle &amp; Carriage Ltd (JCNC SP)</a>. As usual, the AGM was held at the Mandarin Oriental hotel, as the parent <a href="https://www.smartkarma.com/entities/15081" target="_blank" data-smartkarma-citation="entities:15081:1">Jardine Strategic Hldgs Ltd (JS SP)</a> has a 70% stake in the hotel group.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/050/729/original/jcc%20agm%202018%20picture.jpg?1524722992" class="editor-image img-responsive" data-smartkarma-image-id="50729"></figure>Chairman Ben Keswick had some opening remarks before questions started. JCC has achieved satisfactory results in 2017. Group revenue was up 12% to 17.7B USD. Underlying profit 811M in 2017 vs 702 net profit in 2016.The most important asset of JCC remains Astra which should continue…

I attended the 49th annual AGM of Jardine Cycle &amp; Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the parent Jardine Strategic Hldgs Ltd (JS SP) has a 70% stake in the hotel group.Chairman Ben Keswick had some opening remarks before questions started. JCC has achieved satisfactory results in 2017. Group revenue was up 12% to 17.7B USD. Underlying profit 811M in 2017 vs 702 net profit in 2016.The most important asset of JCC remains Astra which should continue…

AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd">

STI’s Resilient & Comparative Lead in 2018 YTD

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

<h2>Airport Express J-Town</h2>The train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta International Airport (SHIA). The train can carry 272 passengers per trip, or equal to 35,000 passengers per day. It was supposed to start in July this year but delayed to 1st of December. The ride is expected to take 45-55 minutes from Manggarai station at South Jakarta to SHIA station with a headway of 15 minutes; which is only 30% from the last time I took a…

Airport Express J-TownThe train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta International Airport (SHIA). The train can carry 272 passengers per trip, or equal to 35,000 passengers per day. It was supposed to start in July this year but delayed to 1st of December. The ride is expected to take 45-55 minutes from Manggarai station at South Jakarta to SHIA station with a headway of 15 minutes; which is only 30% from the last time I took a…

How to Get to Soekarno-Hatta Airport? Train or Bird?

Venture Corporation Scheduled to Join STI on 5 January

Singapore

Jardine Strategic Holdings Limited is a holding company with principal interests in Jardine Matheson, Dairy Farm, Hongkong Land, Mandarin Oriental, and Cycle and Carriage.  The Company, through its subsidiaries, operates auto distribution, food and retailing, property investment, property development, and hotel operations.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Jardine Strategic Holdings (JS SP)

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...

Nicolas Van Broekhoven

STI’s Resilient & Comparative Lead in 2018 YTD

Singapore Exchange Ltd (SGX)

How to Get to Soekarno-Hatta Airport? Train or Bird?

Airport Express J-TownThe train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta...

Henry Soediarko

Venture Corporation Scheduled to Join STI on 5 January

Singapore Exchange Ltd (SGX)

STI's Strongest Stocks in 2017

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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...

Nicolas Van Broekhoven

STI’s Resilient & Comparative Lead in 2018 YTD

Singapore Exchange Ltd (SGX)

How to Get to Soekarno-Hatta Airport? Train or Bird?

Airport Express J-TownThe train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta...

Henry Soediarko

Venture Corporation Scheduled to Join STI on 5 January

Singapore Exchange Ltd (SGX)

STI&#39;s Strongest Stocks in 2017

Singapore Exchange Ltd (SGX)

STI's Strongest Stocks in 2017