Credit Ratings Downgrades Largely Anticipated; No Change In Our View
A meeting with Noble Group management indicates limited fundamental impact from the recent Moody's and Standard & Poor's credit ratings...
343 Views
Beijing Enterprises Water: Show Me the Money!
Beijing Enterprises Water (BEW, 371 HK), AirAsia and Noble Group have a lot in common: They book profits but fail to generate cash. At each company...
631 Views
Lacklustre Long-Term Edible Oil Profitability Prospects Cap our Enthusiasm for Wilmar's Renaissance.
Wilmar has been coping with protracted softness in edible oil prices since early 2011.Coming into 2015, slowing oil palm acreage growth in...
410 Views
Sticks & Stones: AirAsia/Noble/Abenomics
Our note on AirAsia last week seemed to hit a bit of a raw nerve both in the market and with AirAsia’s CEO, Tony Fernandes. He called our report...
539 Views
Noble Group: What new disclosure?
We’ve actually managed to write about something other than Noble Group, Asia’s largest commodity trader whose accounting is under the spotlight.Rob...
480 Views