G Stands for Governance: When Jardine Makes a Mockery of ESG; JS Publishes 58.22 USD NAV on 31/12/20
ESG is the buzzword "du jour". When the G in ESG gets put to the test in the recent Jardine Strategic buyout the 33 USD offer price looks extremely...
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Jardine Matheson: Collapsing The Circularity
Only the headcount test stands in the way of the Strategic's privatisation completion. Elsewhere, Mandarin Oriental looks inexpensive, as does JCNC.
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Link REIT – Same Old, Same Old
LINK REIT: Link is acquiring a 50% stake in Qibao Vanke Plaza (QVP) in China. Its unclear if the numbers make sense given the variables, the lack...
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MTR Corp – Trainwreck
MTR CORP: MTR warned that it has faced significant operational and valuation challenges, which have led to a major loss. The border closure is...
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Highlights of SGX’s Five Largest Real Estate Operators
The SGX Real Estate Developers & Operators Index is a free-float, market capitalisation-weighted index that measures the performance of...
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