Noble Group: Whither From Here?
Investors' concerns regarding the sustainability of Noble Group Ltd (NOBL SP) in its current form is not unfounded. Contributory factors include...
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Olam International: The Saga of Negative FCF and High Leverage Continues
Olam International Ltd (OLAM SP), a Singapore headquartered agri-business company, operating from āseed to shelfā in over 70 countries (and a...
688 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.9k Views
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
530 Views
Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
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