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.
540 Views
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...
644 Views
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...
601 Views
Astra Otoparts (AUTO IJ) - EVs, Modern Retail, and Medical Equipment
Astra Otoparts (AUTO IJ) poised for growth with modern retail push, expansion into EV components and medical devices. Valuations attractive on...
390 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
322 Views