The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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AGM Breadtalk: 2020 8% NPM Target Reiterated; New CEO Makes Solid Impression
On Friday 20th of April, I attended the AGM of Breadtalk Group Ltd (BREAD SP) in Singapore. There were about +/- 100 shareholders in attendance....
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Future Bright: Turnaround Continues with Positive Momentum Going into 2018
Future Bright Holdings Ltd (703 HK) hasn't exactly been a star performer over the last 12 months. The share price continues to trade in tight range...
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Breadtalk FY17 Results Confirm Margin Improvement Story Continues; More Dividends While You Wait
Breadtalk Group Ltd (BREAD SP) announced full-year 2017 figures which showed a slightly declining top line as the company is consolidating...
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Hungry Go Where? Jumbo Group Looks Tasty at 15.2x FY19 Ex-Cash and Best-In-Class ROIC
During the Christmas holidays, overseas friends and relatives visited Singapore and asked me to book a dinner for all at Jumbo Seafood. Of all the...
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