Shangri-La Asia (69 HK): Stay Safe
Based on the average price to book - pre-COVID - I would expect around 33% upside from here, or HK$10.80/share, where it traded as recently as May...
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Jardine Matheson: Collapsing The Circularity
Only the headcount test stands in the way of the Strategic's privatisation completion. Elsewhere, Mandarin Oriental looks inexpensive, as does JCNC.
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Smartkarma Flash Webinar | Jardine Matheson Acquires Jardine Strategic
Join a webinar with Angus Mackintosh, Brian Freitas and David Blennerhassett to discuss the announced acquisition of Jardine Strategic by Jardine...
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Trip.com – All Systems Go
Trip.com - All Systems Go: Travel during Golden Week, and C-Trip looks to be biggest beneficiary as largest online travel agency.
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Institutions Net Buyers of Tech and Retail/Tourism Plays in 3Q20
While the Technology Sector has been less impacted by the challenges of 2020, the Retail and Tourism-related Sectors have been significantly...
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