The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
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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Smartkarma Webinar | Jardine Dislocation
Smartkarma will be hosting a flash webinar with David Blennerhassett to discuss the unprecedented moves in the ratio between Jardine Matheson...
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Jardines: Holy Bargain Basements!
In my insight (StubWorld: Strategic Is Free Money Here) earlier this week, I thought it was a no brainer unwinding Jardine Matheson Holdings (JM...
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National Storage REIT: Just Plain Nasty
Back on the 17 February, I wrote in National Storage: A Public/Gaw Tussle:Though non-binding, conditional, indicative offers are a graveyard of...
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StubWorld: Strategic Is Free Money Here
This week in StubWorld ... Jardine Matheson Hldgs (JM SP) resumes buybacks, and the JM/JS blows out to a multi-year high. Preceding my...
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