bullish
Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV
650 Views06 Sep 2024 11:01
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 proportionate basis - on any further weakness in JMH.
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