Noble Gets a Temporary Debt Reprieve, Our View Unchanged
Noble Group's USD 2 billion borrowing base facility extension was welcome news, sending the company's share price up over 50% over the past two...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Noble Group: Whither From Here?
Investors' concerns regarding the sustainability of Noble Group Ltd (NOBL SP) in its current form is not unfounded. Contributory factors include...
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The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
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Genting Malaysia (GENM MK): Site Visit to Resorts World Genting; Can the Rally in Its Shares Last?
Visited Resorts World Genting which attracts 20 million visitors per year Resorts World Genting was originally constructed in 1965 and is owned by...
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