Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
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The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Golden Agri: Haze Alert Returns
The transboundary smoke haze alert level was recently raised to Level 2, its second-highest level, by the ASEAN Specialized Meteorological Centre...
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Three Largest, Best-Performing Consumer Plays Returned 31% in 7M19
In July, Consumer Staples was the top net buy sector on SGX, drawing total institutional inflows of S$26.9 million. Among the top institutional...
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Singapore Stocks on the Move Ahead of Big Week of Earnings
The STI is highly diversified across sectors and geographical reach of the 30 constituents. While the STI marginally declined 0.1% last week,...
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