StubWorld: Would Jardines Move Back To HK?
This week in StubWorld ... Jardine Matheson Holdings (JM SP) is trading "cheap" at a 32% discount to NAV, adjusting for cross-holding. Jardine...
620 Views
PAP Retains Power, but Faces the Largest Opposition Contingent Since Independence
Singapore's election was a net plus for democracy, with the PAP retaining power comfortably, but receiving a significant jolt from the Workers...
453 Views
Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
350 Views
ASEAN Consumer Staples: Sheng Siong (SSG SP)/Dairy Farm (DFI SP) Pair Trade
Sheng Siong (SSG SP) is a pureplay neighborhood-supermarket operator based in Singapore with attractive operating metrics. Dairy Farm Intl Hldgs...
623 Views
STI Rallies 4% in Two Sessions on Portfolio Rebalancing
For the first two trading sessions of June, the STI rallied 4% to 2611.6, trimming its 2020 YTD total return to a decline of 18%. Since the 23...
118 Views