The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Jardine Matheson: Buybacks Ahead Of Schedule
JMH has aggressively committed itself to the buyback program. Previously I advocated setting-up a Long JMH/Short JSH at 2.0x or below. I'd move...
426 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
322 Views
Jardine Matheson's Buybacks: A Bargain Upon Itself
After a year of buybacks, will no clear mandate, Jardine Matheson provides transparency on its repurchase program into 2021.
664 Views
Keppel DC REIT Expected to Join STI on 19 October
Effective 19 October, CapitaLand Commercial Trust will be deleted from the STI in preparation for its merger with CapitaLand Mall Trust. Keppel...
289 Views