IJM Plantations’ Potential MGO from Kuala Lumpur Kepong
KLK MK made an offer to acquire IJMC’s entire stake in IJMP for RM3.10 per share in cash, subject to potential dividend adjustments. If the SPA...
362 Views
Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
584 Views
Golden Agri: El Nino Back on the Front Burner; Bullish Catalyst for GAR
INVESTMENT VIEW:The Australian Bureau of Meteorology raised its ENSO Outlook back to El Nino ALERT from WATCH, which is linked to regional...
697 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
234 Views
Genting Plantations Berhad:Â Young Plantations, But Fairly Valued on Negative FCF
Genting Plantations Bhd (GENP MK), the smallest among Malaysia’s big three pure play oil palm plantation companies, is fairly valued at its current...
446 Views