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
Olam Group (OLG SP): EGM on 29 March Another Step to Realize Value
The EGM marks a key step in the strategy to unlock value. Our SoTP valuation is S$2.13 per share, which is a 28% upside to the last close price.
513 Views
UOL Chairman Wee Ee Lim Builds Interest
Institutions were net buyers of Singapore stocks over the five trading sessions through to Jul 4, with S$188 million of net institutional inflow,...
164 Views
Golden Agri-Resources (GGR SP): Could Outperform Peers
Golden Agri-Resources has trended lower over the last year and multiples have shrunk and the stock trades cheaper than peers. Passive buying could...
687 Views
First Resources - Lower ASPs Dampen 1Q23 Numbers; Downgrade To SELL
Downgrade First Resources to SELL from Neutral, target price drops to S$1.20 from S$1.60, 13% downside. First Resources’s 1Q23 results disappointed.
211 Views