GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
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Singapore’s Largest Consumer Staples Stocks Returned 34% in YTD
In 1Q2019, Consumer Staples was the second-best performing sector with +13.9% total return, reversing the -2.9% total return in calendar year...
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TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
539 Views
10 SGX Stocks with China Exposure Rebound 25% in 2019 YTD
China’s recent economic reports have supported Premier Li’s assessment that China’s economy in 1Q19 has been steady with some positive changes....
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Golden Agri: El Nino Back on the Front Burner; Bullish Catalyst for GAR
INVESTMENT VIEW:The Australian Bureau of Meteorology raised its ENSO Outlook back to El Nino ALERT from WATCH, which is linked to regional...
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