Letters by company

Jardine Matheson Holdings Limited

1 letter discussing JARLF. Everything written about it on this site is on its ticker page.

First Eagle Investments Overseas Equity ETF Commentary Overseas Equity ETF emphasized Samsung Electronics, Merck KGaA, Richemont, Taiwan Semiconductor and FANUC, citing memory-chip demand, life-sciences expansion, luxury stabilization, AI semiconductor scarcity and industrial robotics. It retained conviction in Shell, Imperial Oil, Agnico Eagle, Jardine Matheson and Wheaton despite pressure from lower oil and precious-metals prices. second quarter 2026 +7.1% AEM $105BCFRHF $136BFANUF $36BIMO $66B