QL Resources (QL): Take Profit?
Assuming all 300 stores are opened and profitable, the company's forward PER is around 25-45x; higher than the regional peers' average valuation...
226 Views
The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
368 Views
Daily Convenience Shopping: The 3 Best Stock Ideas from Asia Ex-Japan
Are you male? Do you eat home-cooked food? If your answer to my first question was Yes, and to the second was No, you would have fit into the prime...
719 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
338 Views
7-Eleven Malaysia: In a Soft Patch While Recovery Story Discounted
SSSG of 7 Eleven Malaysia Holdings Bhd (SEM MK) was a negative 2% YoY in 1H17, indicating soft retail environment in the country. Other...
663 Views