StubWorld: Matheson Buybacks As Ratio Mean Reverts; JCNC Looking Cheap
This week in StubWorld ... The simple ratio (JM/JS) has retraced from its nose-bleed heights on the 19 March, and though still elevated, is...
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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...
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The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Valuations of Singapore’s Most Traded High ROE Stocks
As many as 16 of Singapore’s 20 most traded stocks with double-digit ROE ratios are trading at discounts to their 5 year P/B ratios. These 16...
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Permata Bank Q1 Announced; MTO Likely On Its Way
Bank Permata (BNLI IJ) on Saturday announced its Q1 2020 results (consolidated, press release here) on Saturday, and as expected, there was a...
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