ENTITY
Mandarin Oriental International

Mandarin Oriental International (MAND SP)

138
Analysis
Consumer DiscretionarySingapore
Mandarin Oriental International Limited is an owner and operator of luxury hotels, resorts, and residences. The Group now operates, or has under development, hotels in the Americas, Europe, Middle East, and North Africa. Mandarin Oriental International also operates, or has under development, residences at Mandarin Oriental.
more
21 May 2024 06:35Syndicated

Mandarin Oriental: Don't Lose Money

Mandarin owns the One Causeway Bay precinct which is likely worth more than the company’s current Enterprise Value ($2.4b) having recieved an offer...

Logo
360 Views
Share
21 Nov 2022 17:52

Mandarin Oriental (MAND SP): Life Is Suite

Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...

Logo
594 Views
Share
16 Jul 2024 07:55
Smartkarma Originals

APAC Luxury Industry Series Update: Travel Rebounds While Goods Decline

​Luxury travel has exceeded pre-pandemic levels, demand for traditional luxury goods has remained very low in recent months.

Logo
3k Views
Share
29 Jun 2023 12:38
Smartkarma Originals

APAC Luxury Industry Series: Luxury Travel Shines Amid Challenges for Traditional Luxury Goods

Luxury travel, driven by trends like micro trips and the increasing number of High-Net-Worth Individuals, represents a potential area of growth in...

Logo
851 Views
Share
06 Apr 2023 15:18

JCNC's Logic-Defying Valuation

There is no apparent justification for the current level. Expect Matheson to chip away at minorities. But a full-blown Offer appears unrealistic....

Logo
821 Views
Share
x