Golden Agri Resources - A Decent 1Q23, Inexpensive Valuations; BUY
Golden Agri-Resources (SGX:E5H)’s 1Q23 earnings are slightly below our and Street full-year estimates. We expect earnings to improve in 2H23, on...
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Recent Consumer Sector Highlights
Global consumer non-cyclical stocks have ranked among the three most strongest performing sectors since the global spotlight on US regional banks...
227 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...
780 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
379 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
416 Views