For Information Only. Do note that the list is not exhaustive.
DJ MARKET TALK: Noble, Olam Risk-Reward Looking Enticing -CIMB (2012/08/13 16:55PM)
(On a hindsight perspective, when we discussed a laggard story on 19 July 2012, Noble and Olam were trading at 1.090 and 1.855 respectively. 13 August 2012, Noble closed at 1.115 before its result announcement and Olam closed at 2.010).
0855 GMT [Dow Jones] STOCK CALL: Risk-reward is starting to look enticing for Noble (N21.SG) and Olam (O32.SG) after their year-to-date underperformance, CIMB says. "We advocate building positions in anticipation of a 2H12 recovery." While 2Q12's difficult trading conditions may have weighed the pair's earnings, CIMB believes they weren't as badly hit as global peers as corn and meat were key areas of weakness, which neither participates in. Noble is its preferred pick, expecting 2Q12 core earnings of US$100 million-US$130 million; "Having survived ...
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