The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
235 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
258 Views
Jardine Strategic's Dissentient Shareholders: The Sensible And Workable Approach
In April 2022, Jardine's application to strike out dissenters who acquired shares after the Offer was announced was dismissed. Last month, Jardines...
617 Views
JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
337 Views
StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale
Buying a material percentage of Prosus' float at 40%+, translates to a significant lift in NAV/share accretion, even if Tencent remains static. Go...
466 Views