UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium
Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
374 Views
Best World (BEST): 1H, License to Sell in China on the 2H, and Relative Value Idea
1H 2018 Result Summary1H 2018 ended as the management informed late last year; a weak revenue contribution from China as they are transitioning...
418 Views
China Shineway(2877: HK): Beneficiary from Deregulation of Non-Essential Drug in Grassroots Level
A year ago, I wrote about China Shineway Pharmaceutical Group Ltd. (2877 HK) that has a couple of low-cost drugs that sell in the second and third...
470 Views
Best World: Buying Opportunity Due to Delayed Revenue Recognition
Best World International Limited (BEST SP) has reported a much lower number on the first quarter of 2018 and share price was severely punished on...
164 Views