StubWorld: Extreme Bifurcations in Orion Holdings And JCNC
This week in StubWorld ... For what is essentially a simple single stock Holdco structure, Orion Holdings (001800 KS)'s near-on 60% discount to...
742 Views
The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
385 Views
Last Week in Event SPACE: Spring REIT, Alps/Alpine, NTT, JCNC, Restaurant Brands, A/H
Last Week in Event SPACE ... A previously non-disclosed connected party tarnishes a property acquisition and bolsters PAG's Offer for Spring Real...
475 Views
TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub
Volatility has spiked, markets in Asia and around the world have fallen and the talking heads continue to chatter about where markets are heading....
848 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