Southeast Asia Plantations: El Niño’s Back, with a Vengeance?
The El Niño is back and is likely to evolve into a severe event, resulting in significant oil palm yield compression. Plantations are cheap, even...
693 Views
IJM Plantations' Potential MGO From KLK
This appears a done deal. Assuming a mid-August completion, I estimate this is trading at a gross/annualised spread of 1.9%/10.7%. That looks okay....
334 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Batu Kawan (BAK MK)'s Mandatory Offer for CCM: Low Risk Risk Arb
Chemical mfr and plantation business BKB (aka BAK) announced a deal to buy out a majority stake in glove industry chemical mfr CMM. That triggers...
330 Views
Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
6.5k Views