GrainCorp (GNC AU): Hard to Say No to LTAP
Graincorp Ltd A (GNC AU) revealed that it received a non-binding indicative offer from the Long Term Asset Partners (LTAP) consortium. The all-cash...
391 Views
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...
533 Views
The Week that Was In ASEAN@Smartkarma - Malaysia Boleh, Department Stores, and Millennials
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
150 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
233 Views
The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
135 Views