Beijing Enterprises Water: Show Me the Money!
Beijing Enterprises Water (BEW, 371 HK), AirAsia and Noble Group have a lot in common: They book profits but fail to generate cash. At each company...
631 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
Sticks & Stones: AirAsia/Noble/Abenomics
Our note on AirAsia last week seemed to hit a bit of a raw nerve both in the market and with AirAsia’s CEO, Tony Fernandes. He called our report...
539 Views
Noble Group: What new disclosure?
We’ve actually managed to write about something other than Noble Group, Asia’s largest commodity trader whose accounting is under the spotlight.Rob...
480 Views
Noble Group's Financial Alchemy
The reason Noble Group fascinates is that it’s a modern day alchemist – the mythical science of turning common metals into gold – metaphorically...
510 Views