Wilmar International: A Hold Based On Stable Margins & Agricultural Commodity Prices
Scale, a diversified product suite, and the ability to generate stable EBITDA margins in a declining agricultural price environment have resulted...
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The Week that Was in ASEAN@Smartkarma - Fasting, Market Malaise and Motoring
This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the...
190 Views
Golden Agri Resources: Robust Q1 2017 Operating Performance; High Financial Leverage Sustained
Golden Agri Resources Ltd (GGR SP), the fifth largest palm oil company globally in terms of market capitalization, has reported a robust operating...
402 Views
INDF: Instant Noodles Simmer Long-Term Revenue
Relatively strong analyst recommendation, slow asset growth, andcheap on a gross profit basis relative to its sector Indofood Cbp Sukses Makmur T...
254 Views
Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
739 Views