Olam: Lots of Corporate Activity in '22/'23 to Unlock Significant Value for Temasek and Minorities
Olam is set to see a significant increase in corporate activity in 1H22. Investors would be wise to position in the stock before the newsflow hits...
1.1k Views
Huon Ag (Huo AU): Twiggy Went To Market
Trading at a gross/annualised return of 0.2%/1.2%. I doubt there is a bump here. I'd be inclined to avoid this transaction. I think FIRB approval...
242 Views
Sydney Airports (SYD AU): Opportunistic Tilt Amid Cloudy Future
A full Offer probably needs to be tabled at $9+, ~9% up from the current proposal, and an additional $2bn outlay from the Consortium. I think DD...
335 Views
StubWorld: Wilmar's Stake In Yihai Kerry At 300% Of Market Cap
I'd buy Wilmar here. Management's average buyback price of $5.08/share. YKA accounting for 3x Wilmar's market cap is unstatanble. I see a more...
573 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
229 Views