StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale
Buying a material percentage of Prosus' float at 40%+, translates to a significant lift in NAV/share accretion, even if Tencent remains static. Go...
473 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
268 Views
Jardine Matheson (JM SP): Reloading The Buyback?
Given JMH's strong underlying performance and discount to NAV, another round of buybacks is feasible. Especially given management was consistently...
444 Views
Last Week in Event SPACE: BHP, Jardine Matheson, Cathay Pacific, HK&S Hotels, Large CCASS Moves
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
377 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views