The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
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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Unloved & Undervalued; Adding Golden Agri to Our List of 5-Yr Doubles
INVESTMENT VIEW: We are adding Golden Agri Resources Ltd (GGR SP) to our list of 5-year doubles. Its shares have fallen 28% year-to-date due to...
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Indofood Agri Resources: Ageing Plantations Limit Growth Prospects
Indofood Agri Resources Ltd (IFAR SP), the smallest SGX-listed plantation company by market capitalization, was also the worst performing...
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Bumitama Agri: Why Is This Stock an Unanimous Buy?
It is not often that all analysts covering a stock, especially one in the cyclical agri-business space and when commodity prices are subdued,...
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Wilmar International: A Hold Based On Stable Margins & Agricultural Commodity Prices
Scale, a diversified product suite, and the ability to generate stable EBITDA margins in a declining agricultural price environment have resulted...
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