Golden Agri: Pricing Up / Stock Down: Trading Buy
INVESTMENT CONCLUSION: An improved outlook for CPO pricing should support the shares into the S$0.30s. Pricing expectations have improved as a...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
449 Views
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...
360 Views
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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