Wilmar International: A Hold Based On Stable Margins & Agricultural Commodity Prices
Scale, a diversified product suite, and the ability to generate stable EBITDA margins in a declining agricultural price environment have resulted...
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Astra Agro Lestari and Indofood Agri – Attractive Palm Oil Buys
An analysis of the ten largest palm oil companies - Wilmar International Ltd (WIL SP), Sime Darby Berhad (SIME MK), Kuala Lumpur Kepong Bhd (KLK...
617 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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