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...
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NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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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...
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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...
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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...
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