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....
897 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
391 Views
MarketVector Vietnam Local Index Rebalance: One Add, Float & Capping Changes
Saigon Vrg Investment will be added to the index at the close 20 December. Estimated one-way turnover is 5.1% and that results in a one-way trade...
348 Views
Vietnam's Equities Poised To Recover On The Back Of Potential Market Upgrade And Easing Overhang
Vietnam’s investment case is bolstered by its global manufacturing appeal, concentrated sector opportunities with promising growth, and early signs...
505 Views
Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV
I've bolted on US$0.5bn to NAV. That adjustment doesn't move the needle. Look to set up the stub: Long JMH, short DFI, HKL, MO & JC&C on a...
768 Views