To The Moon

$JMH USD(J36.SI)$ Jardine Matheson's 2025 update is a strategic reset: the Chairman and CEO have committed to transforming the group from an owner‑operator into a focused investment company, and they are backing that shift with aggressive capital reallocation, hiring top talent, and a clear promise to grow dividends. That combination is the core of a bullish case that supports a US$120 12‑month target. --- Leadership mandate and governance Ben Keswick, Executive Chairman has reframed Jardines’ identity — governance through stronger boards, TSR‑linked incentives and a relentless focus on shareholder value. Lincoln Pan, Chief Executive Officer has translated that into an operational playbook: make 5‑year TSR the principal KPI, require senior mana

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$JMH USD(J36.SI)$  

$Boustead(F9D.SI)$  

I voted for the Tygo mini fan😄

At last

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$HongkongLand USD(H78.SI)$   Market talk: “No $10, no sell.” I see that as short‑term myopia. My investment thesis is longer term and execution‑driven: TP US$18–25 over 2–5 years. HKL is a NAV‑anchored platform that can materially re‑rate if management executes on three levers at once: crystallise NAV through disciplined disposals, scale a fee‑earning fund business, and return capital to shareholders via buybacks/dividends — all while Hong Kong prime office fundamentals recover and supply tightens in Central. How the range maps to outcomes - US$18 (floor): steady disposals at or above book, continued buybacks, and an emerging recurring fee stream justify a modest premium to today’s NAV. - US$25 (upside): requi