CPO Plays Lag Palm Oil Prices As ESG Issues Weigh
KLK's reliance on its downstream operations should help reduce palm product prices. The recent acquisition of IJM also extends the age profile of...
259 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
358 Views
BPlant/KLK: This Is Getting (Even More) Political
Only in Malaysia. One day after the KLK proposal was scuppered, LTAT, who is supposed to be cash-strapped, is proposing to make an Offer for BPLANT...
1.2k Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
400 Views
Boustead Plantations' Lifetime High Offer Price
Both the SCA and the MGO are a lock. This could all be over very quickly. Assuming a conservative three-month timeframe to completion, this is...
542 Views