Matheson Doubles Buybacks As Strategic Dissentient Shareholders Make Their Case
Matheson has announced it intends to increase the amount of its share buyback programme by US$250mn to US$500mn. Court proceedings for Strategic...
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Jardine Matheson's (JM SP) Turn To Buy Back Shares
The Keswick's believe at current levels, there is better value to be had buying its own shares rather than investing elsewhere. As with HKL, JMH is...
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StubWorld: JCNC Is A Set-Up Here
Jardines appear to be increasingly more proactive on the corporate front of late. Not being a UK listing, JCNC is unlikely to be tabled a derisory...
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Jardine Matheson: Value Gradually Emerging Four Months On
Collapsing the circularity and removing its complexity should drive interest in Matheson. And holdings like HKL are cheap at 0.3x P/B. The pushback...
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The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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