Rex International - Yumna Oil Field Remains Problematic
Over the past two years, Yumna’s production has declined by >60%, with the latest May 23 data showing a 10% m-o-m decline.
348 Views
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Smartkarma Webinar | Singapore Investment Ideas
On 24 August, join our Webinar with Analyst Nicolas Van Broekhoven, who will go through his latest picks in the Singapore market.
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The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
289 Views
Active Commodity Plays Average 60%+ YTD Return on Strong Turnover
For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a...
56 Views