Consumer Tales Aug Wk#2: DFI Retail Pivots, Kalyan Glitters, Ola Lists, FirstCry IPO Closes
Weekly roundup of the latest investment reports and sector events in the consumer industry: Quarterly updates- DFI Retail, Kalyan Jewellers, Yum...
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Rio Tinto (RIO AU/LN): Thinking About The "Unification"
At a time when the LSE has opted to dumb down the checks and balances for listed companies on its bourse, now may be just the right time to...
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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...
381 Views
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%....
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The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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