The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
461 Views
StubWorld: Matheson/Strategic FY19 Results; Ayala Ai-Ya
This week in StubWorld ... Jardine Matheson Hldgs (JM SP), currently at an MSCI-inclusion high relative to Jardine Strategic Hldgs (JS SP),...
430 Views
StubWorld: The Jardine Maths Over Strategic
This week in StubWorld ... The Jardine Matheson Hldgs (JM SP) / Jardine Strategic Hldgs (JS SP) ratio is back down to its long-term average -...
524 Views
StubWorld: Las Vegas Bet To Elevate Genting?
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV and implied stub are at 12-month NAV lows, but questions linger as to...
461 Views