Roann Partners
Contributor since: 2016
Company: Roann Partners
Latest Articles
Expected CPO Price Decline In 2H17 Supports Our View Of 15% Further Downside For Golden Agri
Li Ning: Worrying OPEX Concerns From First Half Results
Favorable August 2017 Outlook For The Chinese Economy (And Manufacturing Industry)
Ace Hardware: 1H17 EBIT Increased 39% On Strong SSSG
Telekomunikasi Indonesia: Strong Data Revenue Growth Supports 15% EBITDA Growth In 1H17
China Aviation Oil: Q2 2017 Results, Share Price Hit By FX Impact, Underlying Fundamentals Remain Healthy
Favorable Outlook For The PRC Steel Industry For July 2017
Xinjiang Goldwind: Surge In FY17E Orders And Growing Wind Farm Operations
Tianneng Power: 5.9x PE Not Reflective Of Improving Industry Dynamics And Stable Demand Growth In The Near Term
Skyworth Digital Holdings: Improvements In Industry Dynamics And Margins Not Reflected In Share Price
Maxis: Rich Valuation And Paltry Dividend Unjustified By Revenue Headwinds In The Next Few Quarters
Dongjiang Environmental: #1 Player In The Fast Growing Chinese Hazardous Waste Treatment Industry
Xtep: 5.5% Dividend Yield While It Continues Its Transition
HKBN: Be Rewarded With 5% Dividend Yield While EBITDA Grows ~34% In 2 Years
China Communications Constructions: Beneficiary Of One Belt One Road Initiative
StarHub: 6% Yield Does Not Fully Compensate For Multiple Headwinds In FY18 And Beyond
Chunghwa Telecom: Declining ARPUs And Subscribers Not Fully Priced Into Share Price
Asian Pay Television Trust: Trading At An Attractive 12% Yield
Raffles Medical Group: Current Valuations Unjustified Considering Near-Term Headwinds
China Southern Airlines: Upside From International Expansion And Growing Chinese Air Travel Demand
Malaysia Airports Holdings: Stiff Competition For Chinese Tourists Not Priced In
Matahari Department Store: Strong FCF Generator, Supported By Industry-Leading Operations And Industry Tailwinds
PT Charoen Pokphand Indonesia: Largest And Fully-Integrated Poultry Producer In Indonesia
Digital Telecommunications Infrastructure Fund: Long-Term Contracts Underpin Dividend Stability
Pt Semen Indonesia: Double Whammy From Falling ASPs And Rising Costs
True Corp.: Doubts On Company Turnaround In FY17
Advanced Info Service Public: Declining Dividend Payouts Amidst A Competitive Environment
Total Access Communication (DTAC): Declining Market Share Amidst Stiff Competition
Telekomunikasi Indonesia: Prime Beneficiary Of The Fast-Growing Indonesian Cellular Industry
Indosat: Majority Of Upside Priced In; Delay Of Regulatory Change Could Potentially Affect Share Price
XL Axiata: Beneficiary Of Rapidly Rising Data Demand In Indonesia, Supported By Quality 3G/4G Network
Tower Bersama Infrastructure: Attractive Long-Term Fundamentals But Concerns On Near-Term Valuations