Olam International: Cocoa Against COVID
We initiate our coverage of Olam International (OLAM SP) (Olam), a leading global food and agri-business with >30 years of track record,...
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China Agri-Industries Privatisation: The Covid-19 Outbreak and IFA Valuation
China Agri Industries Hldgs (606 HK) is one of the largest vegetable oil and oilseed meals producers in China. On 28 November 2019, China Agri...
424 Views
Bank Central Asia (BBCA IJ) - Flush with Liquidity but Fully Valued
A conversation with Bank Central Asia (BBCA IJ) management last week revealed a bank in an easier state of liquidity than its peers, given its lead...
473 Views
Golden Agri: Pricing Up / Stock Down:Â Trading Buy
INVESTMENT CONCLUSION: An improved outlook for CPO pricing should support the shares into the S$0.30s. Pricing expectations have improved as a...
584 Views
StubWorld: Flying Low With Cathay
This week in StubWorld ... Down 12% YTD and 29% from its April high, Cathay Pacific Airways (293 HK) still trades rich relative to peers as...
567 Views