The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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MakeMyTrip Reports Mixed Q1FY18 Result: Core Margins Up, But So Are Marketing Expenses
On Wednesday morning in New York, Makemytrip Ltd (MMYT US) reported Q1 FY18 earnings that are best described as "mixed". The company's hotel...
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Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ), one...
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Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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Not Just a Minor Miss: A Dividend Cut Is Inevitable.
Most sell-side analysts considered Dairy Farm’s 1H17 results not too worrisome but "just a minor miss". Sales stayed flat at constant exchange...
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