Vietnam Utilities: Strong Earnings Growth in 1Q22
According to the Vietnam Electricity Corporation (EVN), electricity consumption increased by 6.3% YoY in 4M22. Wind power was the biggest...
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Refrigeration Electrical Engineering Corporation (REE VN/ Hold)
Investment thesis Strong 1H21 results mainly from M&A activities; not significantly affected by Covid19 Consolidated revenue for Refrigeration...
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StubWorld: JCNC Is A Set-Up Here
Jardines appear to be increasingly more proactive on the corporate front of late. Not being a UK listing, JCNC is unlikely to be tabled a derisory...
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TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub
Volatility has spiked, markets in Asia and around the world have fallen and the talking heads continue to chatter about where markets are heading....
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AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
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