StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
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The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
407 Views
Jardines: Poor Corporate Governance as Decision on Mandarin Oriental Owned Excelsior Makes No Sense
Jardine Matheson Hldgs (JM SP) and Jardine Strategic Hldgs (JS SP) have decided that portfolio company Mandarin Oriental Intl (MAND SP) will not...
1k Views
Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
406 Views
StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
427 Views