Golden Agri: Pricing Up / Stock Down: Trading Buy
INVESTMENT CONCLUSION: An improved outlook for CPO pricing should support the shares into the S$0.30s. Pricing expectations have improved as a...
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StubWorld: Flying Low With Cathay
This week in StubWorld ... Down 12% YTD and 29% from its April high, Cathay Pacific Airways (293 HK) still trades rich relative to peers as...
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FTSE China Index’s Five Best Performers Returned 25% in YTD
The FTSE ST China Index consists of stocks of the FTSE ST All-Share Index that have reported either at least 50% of their revenues from...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
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