JCNC: Motoring Along with Growth and Price Momentum
Good growth in core profit, cheap on a gross profit basis, and good price momentum relative to its sector JCNC’s conglomerate businesses, which...
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The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
217 Views
Selamat Sempurna - More than Just a Filter - On the Ground in J-Town
I took an early morning trip out to Pluit in Jakarta and paid a visit to filter and component maker Selamat Sempurna Pt (SMSM IJ). It makes filters...
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AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
453 Views
Saratoga Investama: A Premier Private Equity Firm Trading at a Deep Value
Saratoga Investama Sedaya Tbk Pt (SRTG IJ) is a premier private equity firm with a proven investing track record. Its controlling shareholder,...
493 Views