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ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS
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bullish
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Xiaomi Corp
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26 Jul 2024 17:40
Consumer Tales #July21-26:Apple Falls from Top 5 in China, Xiaomi Tops India Smartphones
Comparing smartphone market trends in China and India for 2Q 2024 highlighting differences in market size and the dominance of leading players....
Devi Subhakesan
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234 Views
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bullish
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Yeo Hiap Seng
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25 Jul 2024 08:50
Yeo Hiap Seng (YHS SP): Healthy Drinks, Thirsty Shareholders
With decisive management actions, the stock has the potential to do better. Despite having a strong brand and valuable assets, the poor shareholder...
Devi Subhakesan
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174 Views
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bullish
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Xiaomi Corp
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22 Jul 2024 08:32
Xiaomi Corp (1810 HK): Tops India Smartphone Market; Samsung Falls to Third
Xiaomi makes a strong comeback as the leading player in the Indian smartphone market after a 6-quarter hiatus due to regulatory and other...
Devi Subhakesan
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209 Views
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bullish
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Thai Beverage
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20 Jul 2024 13:48
Consumer Tales & Trends #July 11-20: THBEV SP Swap Deal, Bad Debts in Thailand, AI in Beauty.
This week's update covers Thai Beverage's proposed swap deal, India's marriage spending boom, Thailand's household debt crisis, and AI innovations...
Devi Subhakesan
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411 Views
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bearish
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Thai Beverage
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19 Jul 2024 18:37
Thai Bev to Get F&N Stake from Promoters At Book Value than Fair Market Value
Majority ownership in F&N will require Thai Bev to consolidate low-return businesses into its books. This stake acquisition offers limited...
Devi Subhakesan
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477 Views
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