Primer: Del Monte Pacific (DELM SP) - Aug 2026
Del Monte Pacific is navigating a significant strategic pivot, having deconsolidated its underperforming US operations to focus on its...
138 Views
Primer: Fresh Del Monte Produce (FDP US) - May 2026
Fresh Del Monte Produce is a leading, vertically integrated global producer and distributor of fresh and value-added produce, leveraging its...
123 Views
Defensives Still Leading; Deeper Pullback?; Downgrading Financials and Discretionary to Underweight
Defensives Still Leading; Deeper Pullback Coming?; Downgrading Financials $XLF and Discretionary $XLY $XRT to Underweight. Crucial support levels...
183 Views
Beyond the Plate: Food & Beverage Sector in Singapore
With rising ESG standards and innovation-driven competitiveness, Singapore’s F&B sector stands out as a resilient and underappreciated growth story...
200 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
484 Views