2021 Week 11

More Jardine Group of companies and Hong Kong...

Click here for Week 10 thoughts.

Jardine Matheson Holdings takeover of Jardine Strategic. 

Jardine Matheson (JMH) and Jardine Strategic (JS) continues to dominates our thinking this week as we had been looking at JMH before the JSH offer (ever since their share buyback in July 2020…) and are left licking our missed chance now.

JMH is trading higher while…

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