StubWorld: Matheson Nudges Strategic Headroom
This week in StubWorld ... Recent buying by Jardine Matheson Hldgs (JM SP) into Jardine Strategic Hldgs (JS SP) leaves minimal room for future...
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UIC Ltd – Taking Full Control of Marina Square with UOL Group. Exciting Times Ahead.
On Friday evening, United Industrial Corp (UIC SP) (“UIC”) announced that it has agreed to acquire the 24.27% interests in Marina Centre Holdings...
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Tourism-Related Stocks Ride Growth in Visitor Arrivals
The 15 largest stocks with exposure to the tourist industry on SGX averaged a total return of 2.7% in the YTD, compared with average total...
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TRACKING TRAFFIC/Chinese Tourism: Visits to Macau & HK Surge | Other Outbound & Domestic Weaker
A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...
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Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
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