bullish•Golden Agri Resources•25 Sep 2023 09:22
Golden Agri-Resources (GGR SP): Could Outperform Peers
Golden Agri-Resources has trended lower over the last year and multiples have shrunk and the stock trades cheaper than peers. Passive buying could...
bullish•Olam Group•07 Mar 2023 16:37
Olam Group (OLG SP): EGM on 29 March Another Step to Realize Value
The EGM marks a key step in the strategy to unlock value. Our SoTP valuation is S$2.13 per share, which is a 28% upside to the last close price.
bullish•Thematic (Sector/Industry)•01 Aug 2023 14:07
Southeast Asia Plantations: Where Things Stand with the Weather, Still Bullish
The El Nino is progressing slowly, but for edible oils, heat waves around the world continue to elevate near-term yield risks. Maintain bullish...
bullish•Olam Group•19 Jan 2023 21:17
Olam Group (OLG SP): Entering the Final Stages to Unlock Value
The IPO marks the final stages of the strategy to unlock value. Our SoTP valuation is S$1.85 per share, a 19% upside to the last close price of...
bullish•Cross Asset Strategy•14 Nov 2022 23:13