Wilmar International: A Hold Based On Stable Margins & Agricultural Commodity Prices
Scale, a diversified product suite, and the ability to generate stable EBITDA margins in a declining agricultural price environment have resulted...
539 Views
Golden Agri Resources: Robust Q1 2017 Operating Performance; High Financial Leverage Sustained
Golden Agri Resources Ltd (GGR SP), the fifth largest palm oil company globally in terms of market capitalization, has reported a robust operating...
607 Views
INDF: Instant Noodles Simmer Long-Term Revenue
Relatively strong analyst recommendation, slow asset growth, andcheap on a gross profit basis relative to its sector Indofood Cbp Sukses Makmur T...
470 Views
Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
968 Views
Lacklustre Long-Term Edible Oil Profitability Prospects Cap our Enthusiasm for Wilmar's Renaissance.
Wilmar has been coping with protracted softness in edible oil prices since early 2011.Coming into 2015, slowing oil palm acreage growth in...
410 Views