Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
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Naspers/Prosus: South African "Keswicks"
The overall construct is accretive, but is a more complex accretion and complexity has its costs in terms of a discount rate. And circularities, as...
398 Views
Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
323 Views
Jardine Matheson: Lessons in Dissent
At a 13% discount to NAV, this not attractive for a complicated holding company structure. In all likelihood, near-term news may focus on these...
611 Views
Frasers L&C Trust Joins STI, Boosting the Benchmark’s REIT Exposure to 15%
Effective today, Frasers Logistic & Commercial Trust has joined the STI with an indicative weight of 1.3%, taking the number of REITs...
655 Views