MINISO Bets Big on Yonghui. Should Investors Be Concerned About the Acquisition?
Acquisition upsides worth considering - inexpensive valuation for a supermarket chain with turnaround potential, diversification to a segment that...
348 Views
Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV
I've bolted on US$0.5bn to NAV. That adjustment doesn't move the needle. Look to set up the stub: Long JMH, short DFI, HKL, MO & JC&C on a...
647 Views
Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
433 Views
Jardine Matheson (JM SP): Trading "Cheap"
I’ve received some feedback questioning my NAV calculations. Happy to take up the challenge and make adjustments where needed. I flesh out more...
904 Views
The Week That Was in ASEAN@Smartkarma - Astra Intl, ACES, and Multi Bintang
The past week saw insights on Astra International (ASII IJ), Aspirasi Hidup Indonesia (ACES IJ), Multi Bintang Indonesia (MLBI IJ) and DFI Retail...
235 Views