Last Week in Event SPACE (6 August 2017)
Vexing redux on the M&A front as both United Engineers Ltd (UEM SP) and New World Dept Store China (825 HK) comfortably trade through terms;...
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The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
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Mandarin Oriental - Making Room
Mandarin Oriental Intl Ltd (MAND SP) is up 39% since June 5th after announcing it is reviewing the long-term strategic options for the Excelsior...
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Hongkong & Shanghai Hotels - Check-Out Time
Hongkong & Shanghai Hotels (45 HK) ("HSH") is up 40% since late June after Tai United (718 HK) rapidly compiled a 10.21% stake. Sino Hotels...
755 Views
AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
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