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Dairy Farm International Holdings (DFI SP)
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116
Analysis
Consumer Staples
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Singapore
Dairy Farm International Holdings Limited and its subsidiaries operate retail stores such as supermarkets, drugstores, and convenience stores in Hong Kong, Taiwan, China, Singapore, Malaysia, Indonesia, India.
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bearish
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Jardine Cycle & Carriage
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09 Dec 2022 12:16
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...
David Blennerhassett
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632 Views
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bullish
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Jardine Matheson Holdings
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15 Aug 2022 23:01
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...
David Blennerhassett
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581 Views
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bullish
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Hongkong Land
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07 Sep 2021 19:20
Hongkong Land's (HKL SP) Big Buyback
HKL has historically traded cheap, both on a standalone basis, and with respect to peers. This buyback is the catalyst to narrow that discount to...
David Blennerhassett
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503 Views
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bullish
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CK Infrastructure Holdings
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15 Jul 2024 07:00
CK Infra (1038 HK): London Calling
CKI announced it is considering a second listing on an overseas exchange such as London. But a dual primary listing, or a secondary listing? The...
David Blennerhassett
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319 Views
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bearish
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Jardine Cycle & Carriage
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28 Jun 2024 13:25
Jardines Bumps JCNC Stake Post MSCI Deletion
Jardine Matheson clears 83% in JCNC, up from ~78% at the beginning of the year. I see JCNC's NAV PREMIUM at 17%, down from a recent high of 29%....
David Blennerhassett
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798 Views
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