Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
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Jardine Cycle & Carriage Is A Short
Jardine Cycle & Carriage's premium to NAV is not justifiable. I'd look to reverse the stub here - Short JCNC, Long Astra.
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JCNC Is Still Overstretched Vs. Astra
JCNC is expensive here - relative to historical values - and from an implied stub perspective. And the MSCI inclusion event has now passed. I'd...
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Jardine Matheson (JM SP): MSCI Blues
Given JMH's strong underlying operating performance, the 40% discount to NAV - one in which there are discounts of discounts, JMH is attractive...
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The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
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