The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Poultry Sector: DOC High, Broiler Low
The latest surveys on poultry prices show that day-old-chicken (DOC) remain strong ahead of the Ramadhan festivities this year. Broiler prices...
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Leong Hup IPO: A Finger Licking Good Price
Leong Hup International (LEHUP MK) is one of the largest producers of poultry, eggs and livestock feeds in Southeast Asia. It has launched a...
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Leong Hup IPO Preview: A Game of Chicken
Leong Hup International (LEHUP MK) is one of the largest producers of poultry, eggs and livestock feeds in Southeast Asia. After an unusually quite...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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