StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
582 Views
Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow - Part 2 - Bumi Serpong Damai (BSDE IJ)
In this series under Smartkarma Originals, CrossASEAN Research insight providers Angus Mackintosh and Jessica Irene seek to determine whether or...
633 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views
Jardines: Poor Corporate Governance as Decision on Mandarin Oriental Owned Excelsior Makes No Sense
Jardine Matheson Hldgs (JM SP) and Jardine Strategic Hldgs (JS SP) have decided that portfolio company Mandarin Oriental Intl (MAND SP) will not...
1k Views
Delong Hldgs & EC World REIT Join FTSE ST China Index
In the 2018 YTD, the FTSE ST China Index has declined 6.6% inclusive of dividends, compared to the China’s CSI 300 Index decline of 17.1%. This...
335 Views