Preview Rex International: 1H22 Results
Rex had a poor 1H22 and is hoping to catch up lost performance in 2H22. More M&A in Norway should help lift its production profile. Malaysian entry...
704 Views
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
429 Views
Rex: Show Me the Incentives and I Will Show You the Outcome
Rex share awards show clear incentives for the board to maximize value over the coming two years. Buying back 10% of shares outstanding would be...
785 Views
Rex: Bargain Purchase and Auditor Fantasy Valuations
Rex reported stellar FY21 results. Accounting fantasy valuations suppressed the true cash flow impact but this noise should disappear in FY22....
938 Views
Preview Rex International FY21 Results: Prime Beneficiary Of Rising Oil Price
Rex will report FY21 results in late February. We expect results to be a major wake-up call to investors as the Norwegian Brage field cash flows...
724 Views