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...
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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...
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Active Commodity Plays Average 60%+ YTD Return on Strong Turnover
For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a...
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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...
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Most Traded SGX Energy, Materials & Resources Plays +26.8% Price Gains YTD
Recent geopolitical events have dictated global commodities prices in recent weak. Global commodities prices rallied 26% YTD amidst volatility...
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