Koufu (KOUFU): Supergrowth from Brown Sugared-Tea
Koufu Group Ltd (KOUFU SP) has a reputation for a trusted food court operator but they are more than just a food court operator. The company has...
375 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views
Breadtalk: +81% Since March 2017 Insight; ST Fair Value Has Been Reached; Risk-Reward Balanced
Breadtalk (BREAD SP) has been a stellar performer YTD (+38%) and even more so if you count the performance (+81%) since my initial insight on...
539 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
460 Views
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
212 Views