ENTITY
Jardine Matheson Holdings

Jardine Matheson Holdings (JM SP)

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Analysis
IndustrialsSingapore
Jardine Matheson Holdings Limited is a multinational enterprise with a portfolio of businesses focused on the Asia-Pacific region. The Group's activities include financial services, supermarkets, consumer marketing, engineering and construction, automobile trading, insurance broking, property investment, and hotels.
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18 Mar 2020 17:46

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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16 Mar 2020 09:57

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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13 Mar 2020 06:11

JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite

Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com.  We are concerned about the...

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18 Feb 2020 00:00Exchange-sponsored

Manulife & Prime Led Singapore’s USD Stocks in Early 2020

The US Dollar Index has returned to Oct 2019 highs, with a 2.9% gain in the 2020 YTD, and the USD/SGD appreciating 3.4%. The US is expected to...

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06 Feb 2020 16:33

StubWorld: Matheson Nudging Extreme Levels As Buybacks Continue

A double-dose of StubWorld this week ... Jardine Matheson Hldgs (JM SP)'s discount to NAV - stand-alone and relative to Jardine Strategic Hldgs...

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