The Week that Was in ASEAN@Smartkarma - Vietnam Rising, Indonesian M&A, and Data Pricing
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
517 Views
STI’s Least Performers in 2018 amongst STI Leaders in Early 2019
Potential market drivers for 2018 remain in place for 2019, with markets expected to move on high frequency data providing cues on global...
41 Views
Golden Agri: Reduced Risk of El Niño Pushes Out CPO Price Recovery into 2020
INVESTMENT VIEW:The Australian Bureau of Meteorology has just downgraded its risk of El Niño from ‘Alert’ to ‘Watch’, and as a result, we temper...
498 Views
The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
388 Views
Golden Agri Management Meeting Highlights Wins from Biodiesel & Restructuring Potential
INVESTMENT VIEW: A recent meeting with Golden Agri Resources (GGR SP) senior management highlighted: 1) strong growth in biodiesel from its...
183 Views