Southeast Asia Plantations: El Niño’s Back, with a Vengeance?
The El Niño is back and is likely to evolve into a severe event, resulting in significant oil palm yield compression. Plantations are cheap, even...
942 Views
Asia-Pac M&A Weekly Wrap: Atlas Arteria , Ju Teng, MKH, Australian Strategic Mat, OOh!Media, Webjet
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
98 Views
Last Week In Event SPACE: Rakuten Bank/ Rakuten, China Resources Power, ROHM Co Ltd (6963 JP)
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
98 Views
Batu Kawan's Conditional MGOs For MKH AND MKHOP
If illiquid Malaysian arbs are your bag, pay up RM1.90/share in MKH, assuming late Sept completion, or 15% annualised return. I'd also be picking...
93 Views
StubWorld: Batu Kawan & MKH Share Suspensions Point To MKHOP Exit
MKHOP is a pure upstream player. MKH is fundamentally a property play. Palm plantation is a game of scale. Given its meteoric share price gain, it...
92 Views