StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
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Last Week in Event SPACE: Sanyo Special, Toshiba, Hyundai Motor, Westfield, Shire
Last Week in Event SPACE ... The misunderestimation of the Sanyo Special Steel Co Ltd (5481 JP)trade situation A protracted timeline for a...
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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...
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The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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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...
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