JCNC: Motoring Along with Growth and Price Momentum
Good growth in core profit, cheap on a gross profit basis, and good price momentum relative to its sector JCNC’s conglomerate businesses, which...
196 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...
453 Views
Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
3.6k Views
Natural Rubber Industry as of Q3 2016
Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...
1.9k Views
Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise
My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...
251 Views