Southeast Asia Plantations: Where Things Stand with the Weather, Still Bullish
The El Nino is progressing slowly, but for edible oils, heat waves around the world continue to elevate near-term yield risks. Maintain bullish...
345 Views
Patanjali Foods Early FPO Look - Lifting the Overhang with a Well Flagged Deal. Re-Listing Went Well
The promoters just launched an OFS to sell a 7% stake, with the option to sell an additional 2% in the case of oversubscription. The shares are...
484 Views
Olam Group (OLG SP): Entering the Final Stages to Unlock Value
The IPO marks the final stages of the strategy to unlock value. Our SoTP valuation is S$1.85 per share, a 19% upside to the last close price of...
616 Views
Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
408 Views
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
243 Views