StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
398 Views
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...
783 Views
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...
419 Views
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...
530 Views
StubWorld: Matheson/Strategic FY19 Results; Ayala Ai-Ya
This week in StubWorld ... Jardine Matheson Hldgs (JM SP), currently at an MSCI-inclusion high relative to Jardine Strategic Hldgs (JS SP),...
430 Views