Southeast Asia Plantations: Where Things Stand with the Weather, Still Bullish
The El Nino is progressing slowly, but for edible oils, heat waves around the world continue to elevate near-term yield risks. Maintain bullish...
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Cisarua Mountain Dairy (Cimory) IPO - Giving It the Benefit of Margin Doubts
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
413 Views
StubWorld: Momentum With Indofood CBP
A 40% discount to NAV is wide for what is largely a single stock Holdco. Should ICBP continue to outperform here, I'd recommend a long/short on a...
398 Views
Singapore Small-Caps with Significant Institutional Inflow in 2019
Singapore’s Small-Cap Stocks performed in-line with stocks of the same market capitalisations across Asia in 2019. More than 160...
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Small Cap Index’s Five Best-Performing Constituents Returned 69% in YTD
The FTSE ST Small Cap Index’s 49 constituents – comprising 19 REITs and 30 companies – have a combined market cap of about S$40 billion. REITs...
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