PPB Group - Consolidating Indonesian Mill Business
PPB is proposing to sell its controlling interest in its Indonesian flour mill to 19%-associate Wilmar International (WIL) for 14x PER.
168 Views
ASEAN Builder's Scoop (8Sep22) - Solitaire on Cecil on Market for ~S$4,000psf
Oakwood Studios on market for S$170m; MEG opening Mactan hotel; ADCP bagged new TOD project; Global air travel catching up
163 Views
Last Week in Event SPACE: OFAC's Humdinger, China Mobile, NTT, Car Inc, Pressance, Tianneng Power
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
435 Views
StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
433 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
421 Views