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Dairy Farm International Holdings (DFI SP)
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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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Cross Asset Strategy
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23 Mar 2020 16:31
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...
Angus Mackintosh
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316 Views
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bullish
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Thematic (Sector/Industry)
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19 Mar 2020 14:35
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...
Sumeet Singh
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462 Views
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bullish
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Jardine Strategic Holdings
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06 Mar 2020 11:46
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),...
David Blennerhassett
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431 Views
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bullish
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Jardine Matheson Holdings
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04 Dec 2019 19:18
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 -...
David Blennerhassett
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525 Views
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bearish
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Genting Bhd
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30 Oct 2019 15:18
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...
David Blennerhassett
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462 Views
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