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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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bullish
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Jardine Matheson Holdings
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10 Mar 2022 12:57
Jardine Matheson (JM SP): Reloading The Buyback?
Given JMH's strong underlying performance and discount to NAV, another round of buybacks is feasible. Especially given management was consistently...
David Blennerhassett
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442 Views
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bullish
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Cross Asset Strategy
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13 Dec 2021 19:35
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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264 Views
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bullish
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Jardine Matheson Holdings
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10 Dec 2021 11:35
Matheson Doubles Buybacks As Strategic Dissentient Shareholders Make Their Case
Matheson has announced it intends to increase the amount of its share buyback programme by US$250mn to US$500mn. Court proceedings for Strategic...
David Blennerhassett
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570 Views
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bullish
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Jardine Matheson Holdings
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30 Sep 2021 10:11
Jardine Matheson's (JM SP) Turn To Buy Back Shares
The Keswick's believe at current levels, there is better value to be had buying its own shares rather than investing elsewhere. As with HKL, JMH is...
David Blennerhassett
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369 Views
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bullish
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Jardine Cycle & Carriage
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07 Sep 2021 14:20
StubWorld: JCNC Is A Set-Up Here
Jardines appear to be increasingly more proactive on the corporate front of late. Not being a UK listing, JCNC is unlikely to be tabled a derisory...
David Blennerhassett
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456 Views
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