StubWorld: Haier Smart Home Goes Limit Up. Again
This week in StubWorld ...Haier Smart Home (600690 CH) (HSH) has been limit up the past two trading sessions (ahead of, and) in response to the...
394 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
300 Views
Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
410 Views
StubWorld: Would Jardines Move Back To HK?
This week in StubWorld ... Jardine Matheson Holdings (JM SP) is trading "cheap" at a 32% discount to NAV, adjusting for cross-holding. Jardine...
635 Views
Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
431 Views